Angus Cooke
Associate Adviser
“Helping you gain clarity, confidence, and control in your financial life."
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Angus brings a wealth of experience from his prior career in corporate advisory, leveraging his expertise as a Chartered Accountant to develop bespoke financial strategies for his clients. Angus prides himself on cutting through complexity, so clients can focus on the things that matter to them most. His personable approach allows him to assist clients navigate through the ongoing challenges that life presents.
Areas of expertise
- Portfolio Construction
- Financial Projections and Modelling
- Retirement and Superannuation Strategies
- Investment Structures – Family Trusts & SMSF’s
Angus Cooke loves
- Time with my wife, family and two black labs (Monty and Decca).
- Being outdoors and active with friends. Surfboat rowing for Palm Beach SLSC or social golf.
- Beating the All Blacks (on the very rare occasion).
Qualifications
- Bachelor of Business (Finance & Accounting) – University of Technology Sydney
- Chartered Accountant (CAANZ)
- Graduate Diploma of Financial Planning (KAPLAN)
Membership & associations
- Chartered Accountants Australia & New Zealand
Areas of expertise
- Portfolio Construction
- Financial Projections and Modelling
- Retirement and Superannuation Strategies
- Investment Structures – Family Trusts & SMSF’s
Qualifications
- Bachelor of Business (Finance & Accounting) – University of Technology Sydney
- Chartered Accountant (CAANZ)
- Graduate Diploma of Financial Planning (KAPLAN)
Membership & associations
- Chartered Accountants Australia & New Zealand
Angus Cooke loves
- Time with my wife, family and two black labs (Monty and Decca).
- Being outdoors and active with friends. Surfboat rowing for Palm Beach SLSC or social golf.
- Beating the All Blacks (on the very rare occasion).