Coby Faulkner

Coby’s client expertise encompasses a diverse mix of professionals, business owners and those seeking to plan financially for their retirement. He is committed to working closely with his clients, spending the time in getting to know them and understanding their unique needs and ambitions to equip him in providing tailored wealth solutions to suit.

With most of his career spent working as a financial planner in multidisciplinary accounting firms, Coby has a strong understanding of the breadth of considerations and opportunities available to his clients in generating long-term wealth. His expertise spans the full spectrum of financial planning and wealth advisory services, including tax effective investment planning across a range of asset classes, superannuation and Self-Managed Super Fund (SMSF), retirement and estate planning, and social security. He takes pride in helping his clients solve problems and distilling complex financial strategies into easy to understand and practical solutions.

Building long term relationships is the foundation of Coby’s approach with his clients. He is passionate about retirement planning and working with clients to set out their long-term goals and put in place sophisticated wealth creation strategies to get them there. Through his multidisciplinary experience, he also has a comprehensive understanding of the unique needs of professionals and SME owners and the complex interplay between business and personal finances.

Commencing his financial planning career in 2007, just prior to the Global Financial Crisis, has shaped Coby’s practice and made him the adviser he is today. He is committed to taking a disciplined and risk-aware approach in helping his clients create wealth and navigate volatility by designing a portfolio that is both rigorous and strategic, yet agile enough to adapt to changing personal circumstances and market dynamics.