{"id":1198,"date":"2026-05-17T17:09:44","date_gmt":"2026-05-17T17:09:44","guid":{"rendered":"https:\/\/agewisefp.com.au\/?page_id=1198"},"modified":"2026-06-04T06:19:48","modified_gmt":"2026-06-04T06:19:48","slug":"our-team","status":"publish","type":"page","link":"https:\/\/agewisefp.com.au\/index.php\/our-team\/","title":{"rendered":"Our Team"},"content":{"rendered":"
\n
\n
\n

Our Team<\/h1><\/div><\/div>\n<\/div>\n<\/div>\n
<\/div><\/div>\n\n
\n
\n
\n
<\/span><\/div>\n\n
\n
\"Certified<\/span><\/div>\n\n
\"Retirement<\/span><\/div>\n<\/div>\n<\/div>\n\n
\n

Senior Financial Adviser - Susan Cooper<\/h2>\n

I am the Principal Adviser at AgeWise and have been helping retired and aged care clients for 15 years.<\/p>\n

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....).<\/p>\n

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.<\/p>\n

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.<\/p>\n

Furthermore, Susan is part of the Aged Care Guru's<\/a> adviser network and is recognised as an accredited Retirement Living + Aged Care Specialist<\/a>.<\/p>\n

Rest assured, with Susan Cooper as your Financial Planner, you are in capable hands.<\/p>\n

Susan is Authorised Representative No. 405515 of Lifespan Financial Planning<\/a> Pty Ltd (AFSL 229892) and here is her Adviser Profile<\/a>.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

\n
\n
<\/span><\/div>\n<\/div>\n\n
\n

Provisional Financial Adviser - Sonia Amsing<\/h2>\n

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.<\/p>\n

With over 20 years\u2019 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.<\/p>\n

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\u2011Managed Superannuation Fund (SMSF) accreditation, further strengthening the advice and support I provide to clients.<\/p>\n

Sonia is Provisional Authorised Representative No. 1318248 of Lifespan Financial Planning<\/a> Pty Ltd (AFSL 229892) and here is her Adviser Profile<\/a>.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

\n
\n
<\/span><\/div>\n<\/div>\n\n
\n

Client Services Manager - Wayne Hackett<\/h2>\n

Hi there, I'm Wayne, your warm and friendly AgeWise Client Services Manager!<\/p>\n

I am the go-to person for all your advice implementation and administration needs.<\/p>\n

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.<\/p>\n

I have completed a Diploma of Financial Planning and have plenty of life experience.<\/p>\n

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!<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

\n
\n
<\/span><\/div>\n<\/div>\n\n
\n

Financial Planning Assistant - Frances Donnellan<\/h2>\n

Hi, I\u2019m Frances, the newest addition to the AgeWise team.<\/p>\n

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.<\/p>\n

With a strong focus on detail, particularly in spreadsheets and preparation, I\u2019m passionate about helping clients feel supported, informed and confident every step of the way.<\/p>\n

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.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1198","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages\/1198","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=1198"}],"version-history":[{"count":7,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages\/1198\/revisions"}],"predecessor-version":[{"id":1282,"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/pages\/1198\/revisions\/1282"}],"wp:attachment":[{"href":"https:\/\/agewisefp.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=1198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}