Financial Advice Association Australia (FAAA)
Cori has extensive experience within the financial planning industry. Cori has been in the Financial Services Industry for over 25 years.
He started financial planning with Westpac during which he has held senior positions in both banking and financial planning. Prior to establishing Altitude Wealth Solutions, Cori was a Senior Financial Planner with Westpac Financial Planning for 10 years where he was successful in building a business through excellence in client service and advice. Cori focuses on a holistic approach to Financial Planning and tailors his advice specifically for his individual client to help them to achieve their goals and objectives.
Through the ongoing service proposition, he provides his clients a platform which enables them to monitor and enhance their plans with regular reviews and market updates.Throughout his career Cori has developed a sound knowledge of investments, superannuation, and asset protection strategies. His specialist skills are in Self-Managed Superannuation Funds, Estate Planning, Aged Care, Centrelink Strategies, Investments Strategies, Wealth Protection and Personal Superannuation.