The Pop Quiz, Monday is a fun little exam that we love to give to savvy business owners. The examination is not a surprise after all since the interviewee already knew about the questions in advance. However, we can always pretend and have fun with the scenario of a young entrepreneur sitting in class nervously biting on their pencil. They are ready to take a pop quiz on a chapter that they were supposed to read the night before. Instead, they played Metroid all night on their SNES (Oops, this was me in high school). The real purpose of the pop quiz is that this is a fun way to introduce business tips from real-world experiences that you can not learn in a classroom. We want to thank our entrepreneur for being a good sport and volunteering their time to answer a few questions to help our community grow from their knowledge.
I want to introduce you to our guest today who will be taking our Pop Quiz Monday.
Can you please tell everyone your name?
What is your job role?
Expert financial planner and wealth creator
Tell us about your company?
Cooper Wealth Management is determined to help clients create the wealth they need for the lifestyle they want. The practice provides expert advice on stockbroking, aged care planning, wealth management, derivatives advice, and corporate superannuation. Felicity Cooper founded Cooper Wealth Management in 2015, who also operates The Financial Woman and was named Financial Planner of the Year in the 2018 Women in Financial Services Awards. Learn more about Cooper Wealth Management at https://www.cooperwealthmanagement.com.au
What do you love most about your job?
I love helping people live richly. It does not matter who dies with the most at the end of the day. I believe money gives you choices in life.
What motivates you to get up every day and go to work?
Doing things better than everyone else. I have an altruistic vision of what financial planning is meant to look like, and so I wake up every day questioning how we can do it better, cheaper, faster and simpler.
How do your co-workers inspire you?
We feed off each other and question ‘why’ every day. Our team has robust discussions about how we achieve the best outcomes from clients and also about how to best manage ourselves and our commitment to each other.
How do you have fun at work (team building, pranks, etc..)?
We go out to lunch and have Friday drinks. One of our favourite activities as a team is having family days at Sirromet Winery’s Day on the Green, listening to great music and having a glass of wine.
What are some of the challenges of your job?
What isn’t a challenge? Juggling client expectations, market movements, family commitments. All that said, however, the outcomes are worth it because I come back every day and do it again….and our clients love us!
What are some lessons learned from a past project that you can share with us?
That progress isn’t a straight line. Things don’t always happen the way you plan them too, but if you keep ticking off the list every day, you get a bit closer. I like going to bed knowing I’ve done a little bit more to move forward.
What advice would you give to someone who is starting in your industry?
Study and work for the right people. My biggest advice – monitor moral and ethical compass. If you go and work for the wrong firm, you will struggle to re-home yourself. In our industry, don’t be afraid to stand up for what you believe in ethically.
Thank you for taking our pop quiz today. You get an A+ for effort. You can learn more about our interviewee and their business by visiting them on the web: