Who we are

Your adviser – Susan Cooper  CFP®

Susan is passionate about ensuring clients understand their options so they can make the best decisions for their retirement living and aged care solutions.

Her journey began in the corporate world, where she gained valuable experience as an Engineer, Project Manager, and Product Manager. However, she realised her true calling was to work closely with individuals and provide personalised assistance.

In 2011, she decided to pursue her passion and became a Financial Planner. Since then, she has been specialising in Aged Care and Retirement clients, and in 2018, she proudly launched AgeWise Financial Planning.

Susan’s extensive qualifications include a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and she holds the esteemed title of Certified Financial Planner (CFP®). She has successfully completed the FASEA Financial Adviser exam and holds a Bachelor of Engineering degree and a Masters in Business Administration (MBA).

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. She is an Authorised Representative No. 405515 of InterPrac Financial Planning Pty Ltd (AFSL 246638). You can trust her to guide you on your financial journey with care and expertise.


 

 

Client Services Manager – Wayne Hackett

Meet Wayne, our warm and friendly AgeWise Client Services Manager!

He’s 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, Wayne was previously dedicated to installing and servicing nurse-call, security, and telephony solutions in healthcare and aged care homes. Now, he’s thrilled to be embracing the personal side of assisting aged care and retiree clients, always ready to lend a hand with a welcoming smile.

Wayne holds a Diploma of Financial Planning.

Don’t hesitate to reach out to Wayne for any assistance you may need. He’s here to make your experience as smooth and pleasant as possible!

 

Financial Planning Assistant – Sonia Amsing

Sonia’s professional journey is characterized by a passion for understanding clients’ unique needs and a commitment to assisting them in achieving their financial goals. Sonia is adept at forging meaningful connections with clients and helping clients understand all their options to make decisions during difficult times.

Introducing Sonia, our Financial Planning Assistant and Paraplanner. Bringing a wealth of experience from diverse roles in both corporates and small businesses, Sonia has worked in Customer Service, Project Management, and overall Management. Her recent achievement includes the successful completion of a Graduate Certificate in Financial Planning, marking a significant step toward her aspirations of obtaining certification as a financial planner through further studies.

Join us in welcoming Sonia to our team, where her diverse background and genuine enthusiasm for client-centric financial planning promise to elevate our commitment to excellence.