• Home
  • Services
    • Retirement Planning
    • Investment
    • Superannuation
    • Insurance
  • Specialist Services
    • Business Planning
    • Salary Sacrificing
    • Retrenchment
    • Social Security / Centrelink
  • About Us
    • Testimonials
    • Team >
      • Joe Vitale
      • Alan Farrar
      • Susan
      • Roxanne
      • Arlaine
      • Paraplanning
  • Contact
  • Home
  • Services
    • Retirement Planning
    • Investment
    • Superannuation
    • Insurance
  • Specialist Services
    • Business Planning
    • Salary Sacrificing
    • Retrenchment
    • Social Security / Centrelink
  • About Us
    • Testimonials
    • Team >
      • Joe Vitale
      • Alan Farrar
      • Susan
      • Roxanne
      • Arlaine
      • Paraplanning
  • Contact
JOE VITALE FINANCIAL SERVICES
  • Home
  • Services
    • Retirement Planning
    • Investment
    • Superannuation
    • Insurance
  • Specialist Services
    • Business Planning
    • Salary Sacrificing
    • Retrenchment
    • Social Security / Centrelink
  • About Us
    • Testimonials
    • Team >
      • Joe Vitale
      • Alan Farrar
      • Susan
      • Roxanne
      • Arlaine
      • Paraplanning
  • Contact

Susan

our team
Contact

Susan  |  Aged Care Specialist

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

She started her career in the corporate world, working initially 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.

Susan’s Financial Planning qualifications include a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning) and she is a Certified Financial Planner (CFP®).  She has also successfully passed the FASEA Financial Adviser exam and, just for fun, has a Bachelor of Engineering degree and a Masters in Business Administration (MBA).

She is also a member of the Aged Care Guru’s adviser network and is an accredited Retirement Living + Aged Care Specialist.

Susan Cooper is Authorised Representative No. 405515 of InterPrac Financial Planning Pty Ltd (AFSL 246638).

Download InterPrac & JVFS FSG
Contacts

Address    Level 1, 390 St Kilda Road Melbourne VIC 3004
Phone       (03) 9820 3600
Mobile      0419 666 999
Email        [email protected]


Picture

    Find Out More

Submit
Picture
Suite 1.01, Level 1
390 St Kilda Road
Melbourne
Phone: (03) 9820 3600
Fax: (03) 96857599

Picture
The information on this web page has been prepared by Joe Vitale Financial Services Pty Ltd. While care has been taken in the preparation of this web page, no liability is accepted by Joe Vitale Financial Services, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

Joe Vitale Financial Services Pty Ltd ABN 14 005 088 237
Corporate Authorised Representative of InterPrac
AFSL No. 246638 - CAR No. 237222     |    Joe Vitale - Authorised Representative No. 237786


Download InterPrac & Joe Vitale Financial Services FSG             

Download Privacy Policy                 Download InterPrac & JVFS Collection Notice