Corey started in the financial industry in 1998, when he worked part time while studying at Deakin University. He later went on to work at IOOF Investment Management Ltd as a financial planner, where he gained over 10 years of experience. Corey has been a partner at Investor Wealth since 2010, and is a valued member of the team.
Corey has a breadth of experience with a variety of clientele ranging from those with young families managing mortgages through to retirees and high net worth clients.
Corey is a member of the Financial Planning Association (FPA) and holds the following qualifications:
- Certified Financial PlannerTM
- Diploma of Financial Planning
- Bachelor in Commerce
- Bachelor in Arts.
When he is not in the office, Corey has a keen interest in recreational sports including tennis and football both as a player and spectator. He also enjoys travelling overseas when the opportunity arises.
To find out more about how Corey can help you to reach your financial goals or retirement needs, please contact our office on (03) 9663 9595. There is no obligation or charge for your initial appointment.