Coby Faulkner

Coby is a Certified Financial Planner with nearly 20 years’ experience helping individuals, families and business owners gain clarity and confidence in their financial decisions. Well regarded for his strong client relationships and clear, practical advice, he takes the time to understand each client’s priorities, ensuring strategies are tailored to real goals rather than generic solutions.

With a background in multidisciplinary firms, Coby brings a broad perspective across tax, investments, superannuation and estate planning – particularly valuable for clients where business and personal finances overlap. Starting his career just before the Global Financial Crisis has shaped his disciplined, risk-aware approach; he focuses on building robust, flexible portfolios and guiding clients through every stage of their financial journey with practical problem-solving and long-term support.

Specialisation

Coby works with business owners and individuals across different stages of life, bringing a broad, multidisciplinary perspective shaped by years of experience in complex financial environments. His work is especially valued by clients planning for retirement, helping them feel prepared, informed and in control of what lies ahead.