Bernard Cooney
Financial Adviser
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About
Bernard Cooney is an ASIC-registered financial adviser based in Williamstown, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning several decades, Bernard brings a wealth of knowledge and experience to every client interaction. Bernard's qualifications include a Bachelor of Economics from La Trobe University (1984), a Certified Practising Accountant (CPA) designation earned in 1986, a Graduate Diploma of Accounting from Melbourne University (1991), and accreditation as a Certified Financial Planner and DFP 8 from the FPA (1999). Demonstrating a commitment to ongoing professional development, Bernard completed Ethics and Professionalism in Financial Advice training with Kaplan Professional in 2019. He is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad range of financial products, Bernard specialises in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Bernard Cooney today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Bernard Cooney offer?
Bernard Cooney specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Bernard Cooney have?
Bernard holds a Bachelor of Economics, is a Certified Practising Accountant (CPA), has a Graduate Diploma of Accounting, and is a Certified Financial Planner and DFP 8. He has also completed training in Ethics and Professionalism in Financial Advice.
What is the process of working with Bernard Cooney for financial advice?
The process typically starts with an initial consultation to understand your financial goals and current situation. Bernard will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Bernard Cooney help me?
Wealth management advice from Bernard can help you grow and protect your assets, optimise your investment portfolio, and achieve your long-term financial goals. He takes a holistic approach to wealth management, considering all aspects of your financial life.
What should I expect during my first meeting with Bernard Cooney?
During your first meeting, expect a thorough discussion of your financial situation, goals, and risk tolerance. Bernard will explain his approach to financial planning and answer any questions you may have. The goal is to establish a clear understanding of how he can help you achieve your financial objectives.
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