Knowledge to create the wealth you need for the lifestyle you want

Felicity Cooper

Felicity Cooper
Investment Adviser - Authorised Representative 413849 Email: felicity@cwealth.com.au Phone: (07) 5531 6295 Website:

Felicity is a multiple award-winning Investment Manager, Financial Adviser, Entrepreneur, and Speaker who has earned the reputation as a seasoned and passionate leader in the financial space. Through the span of almost two decades, she has cultivated extensive first-hand experience in her field. Currently serving clients Australia-wide, from her office on the Gold Coast, Felicity is the Founder of Cooper Wealth Management and The Financial Woman. Both passionate and equally as self-driven, she consistently strives to help her clients attain lasting financial prosperity. Felicity holds a Bachelor of Business degree in Accounting. She has also obtained a Diploma in Financial Planning, a Graduate Diploma in Applied Finance, in addition to being accredited as a Level 2 Dervatives Adviser. She is now pursuing a Master's degree in Financial Planning. Furthermore, Felicity Cooper has received notable acclaim throughout her lucrative career, including being nominated as Gold Coast Business Woman of the Year 2017, and Australian Investment Manager of the Year in the Women in Financial Services Awards. In addition, she is continually ranked in the top 3 speakers by AIA (Australian Investors Association), and regularly presents for the Australian Shareholders Association and the Independent Retirees Association.

Even if managed funds underperform, they’re here to stay. Felicity Cooper When I told a new client about the statistics about the performance of managed funds, she didn’t believe me. She, like so many others, have been in funds for ages (both in her super fund and also in her own personal name). Sure, she’d seen years of negatives in amongst... read more
Protect + Achieve Felicity Cooper
Maximise + Build Felicity Cooper
Focus + Plan Felicity Cooper
Big changes in Insurance are coming – time for an Insurance review Felicity Cooper Today I asked Danielle Ryley, Director of dRA and recognised Insurance Specialist what is one thing she’s recommending to clients before the 30th June.   If you remember to do one thing before June 30, have an Insurance Review …..   Insurance policies are like fire extinguishers in the kitchen, you... read more
The Countdown to End of Financial Year Is On Felicity Cooper The count down to the end of the year is on (the financial year that is).   With only 13 days to go before the end of financial year, it’s time to make a move on a few things before it’s too late. We’re going to cover a few of... read more
Business Success on a Budget – with Kimberly Crossland Felicity Cooper In the past, we’ve talked about some of the considerations you need to take into account when thinking of starting your own business. Once you’ve made that decision, the next step is finding your way to business success  – without running out of money before you get there.   This... read more
Credit reports might be about to get a whole lot longer – and that’s not a good thing Felicity Cooper Completely up to date on your bills? All of your bills? The home loan, personal loan, and the credit cards?   You might want to make sure you are.   As at yesterday, any time you’re 5 days late on a bill from (any) licensed credit provider you will get... read more
Why you might have more investment risk than you need to have Felicity Cooper Why do a third of the people that own shares hold less than 3 securities? I wish I knew the answer.   According to the ASX, only 38% of Australians own Australian shares (only 32% own shares directly). The average number of holdings for those people is only 2.19 securities.... read more
Q&A : Dividend Reinvestment Plans (DRPs) Felicity Cooper Question:   I know when I choose a cash dividend I receive the benefits of a franking credit but what happens when I choose to re-invest the dividend in a dividend reinvestment plan? Do I still get Tax benefits from this setup?     Answer:   Dividend reinvestment plans (DRPs)... read more