About ACA Wealth Management

ACA Wealth Management Pty Ltd is a financial planning firm based in Adelaide, South Australia. ACA Wealth Management Pty Ltd is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, Australian Financial Sevices Licensee Number 230692.

Andrew Cooke is the Principal and sole director of ACA Wealth Management Pty Ltd. Andrew Cooke is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, Australian Financial Sevices Licensee Number 230692.

Andrew Cooke holds a Bachelor of Economics and a Diploma of Financial Planning and was admitted as a CERTIFIED FINANCIAL PLANNER ™ in May, 2000.

Andrew has a wealth of experience working in financial roles for over 25 years including the last 17 as a financial planner. He is a  member of the Financial Planning Association and the Australian SMSF Members Association.

 

 

 

Kerry Scott has been the firms Client Service Manager since 2004. Kerry has had over 25 years' experience in financial roles including banking, insurance, financial administration and customer service.

ACA Wealth Management and Andrew Cooke are authorised by GWM Adviser Services Limited to provide financial advice in relation to:

  • Wealth Accumulation
  • Income & Asset Protection
  • Tax Strategies
  • Superannuation
  • Retirement & Redundancy Planning
  • Estate Planning
  • Government benefits
  • Debt Management

And to provide advice and deal in the following financial products:

  • Basic Deposit Products
  • Non-basic Deposit Products
  • Non-cash Payment Facilities
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products – Investment Life Insurance
  • Life Products – Life Risk Insurance
  • Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS)
  • Superannuation
  • Retirement Savings Accounts
  • Securities
  • Margin Lending Facilities