Strategic Planning

About Us


Michael Coorey

Managing Director Principal
Adviser

Certified Financial Planner®, Tax (Financial) Adviser, Bachelor of Arts (Economics), Diploma of Education (Commerce and Geography), Diploma of Financial Planning, Certificate IV in Financial Services (Finance/Mortgage Broking), Diploma of Financial Services (Finance/Mortgage Broking Management) and Accredited Mortgage Consultant.

Michael established his practice in August 1999 after almost twelve years of teaching. Education was a useful grounding for Michael's move into the Advice arena as he aims to educate his clients to the point where they can make informed decisions. As for the whole team at Strategic Planning Solutions, Michael is passionate about helping people. Apart from merely gathering financial facts about his clients, Michael places a key emphasis on what is of central importance in his client's lives. This includes looking outside the square and finding out about key relationships, interests, attitudes and opinions - knowledge of which are important factors in crafting a uniquely tailored solution for the clients of Strategic Planning Solutions. It's all about "Planning for Life", both from a financial and lifestyle perspective as the former enables the latter.

Deanna Coorey

Advisor

Bachelor of Education, Advanced Diploma of Financial Services (Financial Planning) & Tax (Financial) Adviser

Deanna joined the practice in December 1999. Apart from managing and coordinating the day-to-day activities of the practice, Deanna is a qualified Adviser and heads up the Paraplanning team. Apart from her general high level of technical knowledge in Financial Planning, Deanna's key strengths lie in the areas of strategy formulation, Superannuation, Retirement Planning and Social Security. Deanna is the back-bone of Strategic Planning Solutions, ensuring that all of our clients receive the service and solutions they desire and deserve.

Beverly Coorey

Administration Manager

Bev joined the practice in March 2008 in the administration area of Strategic Planning Solutions. Bev is generally the first port-of-call when clients or potential clients contact us. A key part of Bev's role is to ensure that our recommendations are implemented exactly how we want for our clients. From an implementation and issue solving perspective, Bev's ability to liaise with service providers and suppliers is key to minimising potential issues which may arise.

Strategic Planning Solutions ABN 60 097 554 099 is a Corporate Authorised Representative of Matrix Planning Solutions ABN 45 087 470 200, AFSL & ACL No. 238256