Susan Cooper CFP®
About Me
Susan specialises in advice for clients seeking retirement living or aged care solutions. Her aim is to ensure that clients understand their options and make informed decisions.She started her career in the corporate world, working for 20 years as an engineer, project manager and product manager. She then decided she was ready for a change, wanting to work with and help people on a one-to-one basis. So she re-trained and has been working as a Financial Planner since 2011, specialising in Aged Care and Retirement clients, launching AgeWise Financial Planning in 2018.The AgeWise office is in Greensborough but we will also offer Zoom appointments and can even come out to clients' homes if that is easier.
Areas of Focus
- Aged care
- Government assistance
- Investments
- Retirement
- Superannuation
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Highest Level of Education Masters Degree
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Years of Experience 14 Years
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Licensed By Lifespan Financial Planning Pty Ltd