Coby Faulkner

Adviser, Perks Private Wealth

Coby Faulkner

With more than 13 years’ experience in the financial planning industry, Coby's expertise encompasses a diverse mix of professionals, business owners and those seeking to plan financially for their retirement. As a member of the Perks Private Wealth team, he provides clients with holistic financial advice and wealth management strategies.

Coby Faulkner

About Coby.

Coby is an Adviser within the Perks Private Wealth team with more than 13 years’ experience in the financial planning industry, providing clients with holistic financial advice and wealth management strategies.

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.

Qualifications & Associations:

  • Certified Financial Planner (CFP®)
  • Bachelor of Commerce, Flinders University
  • Advanced Diploma of Financial Services (Financial Planning), Kaplan Financial

Specialisations:

  • Strategic Financial Planning
  • Retirement Planning
  • Estate Planning
  • Social Security
  • Wealth management
  • Superannuation and SMSF

Get in touch with Coby.

Please fill out the form below to make an appointment or request more information.

Contact Us