Susan is passionate about ensuring clients understand their options so they can make the best decisions for their retirement living and aged care solutions.
She started her career in the corporate world, working initially as an Engineer, Project manager and Product manager. She then decided she was ready for a change, wanting to work with and help people on a one-to-one basis. So she re-trained and has been working as a Financial Planner since 2011, specialising in Aged Care and Retirement clients, launching AgeWise Financial Planning in 2018.
Susan’s Financial Planning qualifications include a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning), plus she is a Certified Financial Planner (CFP®). She has also successfully passed the FASEA Financial Adviser exam and, just for fun, has a Bachelor of Engineering degree and a Masters in Business Administration (MBA).
Susan Cooper is Authorised Representative No. 405515 of InterPrac Financial Planning Pty Ltd (AFSL 246638).
Wayne is our Client Services Manager, who handles much of our advice implementation and administration activities.
Wayne has a background in the technical and communications side of aged care, installing and servicing nurse-call, security and telephony solutions in health care and aged care homes for the last 20 years.
He is currently studying towards a Diploma of Financial Planning.