Our Team

Certified Financial Planner - The Sign of Good Advice

Financial Planner - Susan Cooper

I am have been helping retired and aged care clients for 15 years.

My journey began in the corporate world, where I worked as an Engineer, Project Manager, and Product Manager. However, I decided I wanted a change, to work one-on-one to help individuals rather than being just a cog in a big company (Death by powerpoint....).

So, in 2011, I decided to pursue my passion and retrain as a Financial Planner. Since then, I have been specialising in helping Aged Care and Retirement clients, and in 2018, proudly launched AgeWise Financial Planning.

My qualifications include a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning) and I am a Certified Financial Planner (CFP), as recognised by the FAAA. I successfully completed the ASIC Financial Adviser Exam and have a Bachelor of Engineering degree and a Masters in Business Administration (MBA), just for fun.

Furthermore, Susan is part of the Aged Care Guru's adviser network and is recognised as an accredited Retirement Living + Aged Care Specialist.

Rest assured, with Susan Cooper as your Financial Planner, you are in capable hands.

Susan is Authorised Representative No. 405515 of Lifespan Financial Planning Pty Ltd (AFSL 229892) and here is her Adviser Profile.

Financial Planner - Sonia Amsing

I am passionate about helping you navigate difficult and often emotional financial decisions with confidence. I provide clear, practical advice that helps you understand your options and make informed decisions about your future.

With more than 20 years of experience in the banking and finance industry, including senior roles as Project Manager and Operations Manager, I bring strong analytical, strategic and problem-solving skills to my advice.
In addition to my corporate experience, I continue to contribute to the financial management of my family business, providing valuable real-world financial experience.

I hold a Master of Business Administration (MBA), a Graduate Diploma of Financial Planning and an Associate Diploma in Banking and Finance. I have successfully completed the ASIC Financial Adviser Exam and am recognised as an accredited Retirement Living + Aged Care Specialist.

I joined AgeWise Financial Planning in 2023 and have been working since then to support the needs of new and ongoing clients. I am committed to helping you and your family make informed decisions during some of life's most significant transitions, including retirement, aged care, inheritance planning and other major life changes.

Sonia is Authorised Representative No. 1318248 of Lifespan Financial Planning Pty Ltd (AFSL 229892) and here is her Adviser Profile.

Client Services Manager - Wayne Hackett

Hi there, I'm Wayne, your warm and friendly AgeWise Client Services Manager!

I am the go-to person for all your advice implementation and administration needs.

With over 20 years of experience in the technical and communications aspects of aged care, I was previously dedicated to installing and servicing nurse-call, security, and telephony solutions in healthcare and aged care homes. Since 2020, I enjoy embracing the personal side of assisting aged care and retiree clients, always ready to lend a hand with a welcoming smile.

I have completed a Diploma of Financial Planning and have plenty of life experience.

Don't hesitate to reach out to me for any assistance you may need. I'm here to make your experience as smooth and pleasant as possible!

Financial Planning Assistant - Frances Donnellan

Hi, I’m Frances, the newest addition to the AgeWise team.

I bring a strong client-first perspective, shaped by both my professional background and personal experience supporting my grandparents through their recent financial advice journey with AgeWise. I understand how complex and emotional these decisions can be, and the importance of clear, compassionate support.

With a strong focus on detail, particularly in spreadsheets and preparation, I’m passionate about helping clients feel supported, informed and confident every step of the way.

Academically, I have completed a Graduate Diploma of Australian Migration Law and Practice and hold a Bachelor of International Studies and an Advanced Diploma of Public Relations.