I am the Principal Adviser at AgeWise and 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.
I have been working with AgeWise since 2023, initially as a Paraplanner, Financial Planning Assistant and currently a Provisional Financial Adviser . I am in the final stages of my supervised Professional Year and will soon become a second fully licensed Financial Planner at AgeWise.
With over 20 years’ experience across both corporate and small business environments, I bring a broad skill set developed through roles in customer service, project management, and senior management. I genuinely enjoy building relationships with both new and existing clients and take pride in helping them understand their financial options, particularly during significant or challenging life transitions.
I have completed a Graduate Diploma of Financial Planning and successfully passed the ASIC Financial Adviser Exam. My qualifications also include an Associate Diploma in Banking and Finance and a Master of Business Administration. I am currently undertaking additional study to gain Self‑Managed Superannuation Fund (SMSF) accreditation, further strengthening the advice and support I provide to clients.
Sonia is Provisional Authorised Representative No. 1318248 of Lifespan Financial Planning Pty Ltd (AFSL 229892) and here is her Adviser Profile.
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!