About Me

As a financial adviser at My Wealth Solutions, Cory has a wide range of experience in providing holistic financial advice. He enjoys helping people solve their financial problems and achieve success to through practical advice and guidance.
Cory has 8 years’ experience as a financial adviser, having qualified with a Graduate Diploma in Financial Planning.
He turned to financial planning when he realised his keen interest in finances and investing, and genuine love of helping people was something he wanted to pursue. His focus in on holistic advice – seeing the full picture of a client’s situation and being able to fit each piece together to create a roadmap to achieve their financial or lifestyle goals.
Cory most enjoys working with families – helping mums and dads navigate planning their futures while dealing with the day to day of kids, work, debt, and lifestyle. He is particularly adept at guiding families through that stage of life where they are earning more than they have before, but also have more responsibilities and debts. Cory has a genuine love for supporting his clients, working one-on-one to bring them financial clarity, direction, and organisation.

Areas of Focus

  • Cashflow management
  • Debt management
  • Employment changes
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Gps Wealth Ltd