Professional advisers including accountants and financial planners play a pivotal role in their clients’ business dealings and personal wealth creation. Cooper Grace Ward has a long history of partnering with these advisers to provide practical and commercial legal solutions, advice and training. This includes a combination of legal support directly to professional advisers as well as to their clients.

We have a well-established network of adviser relationships in Brisbane and we have developed a strong presence across Queensland in centres including Gold Coast, Sunshine Coast, Toowoomba, Rockhampton, Gladstone, Mackay, Bundaberg, Townsville and Cairns.

A pillar of our strategy and success is our highly regarded adviser training and seminar program that we have rolled out in these regions, as well as interstate in Sydney and Melbourne.

Financial Planning

Cooper Grace Ward has provided specialist legal advice to financial planners for more than 20 years, bringing the in-depth knowledge of financial products and services and underpinning legal framework required to deliver commercial and astute advice to financial planners and their clients.

Our clients range from sole practitioners to major wealth management firms that provide brokerage and investment advisory services, comprehensive financial and estate planning, superannuation and cash management advice.

We regularly visit financial planners and their clients all over Queensland and interstate. Our focus is on delivering clear and simple advice, enabling financial planners to assist their clients with achieving their financial goals.

Our services include:

To access specific information about our services, application forms and price lists, visit our Adviser Services Hub.

Our affiliate, CGW Structures, can assist you with establishing companies, trusts and superannuation funds. With our online application process, you can apply online anytime.

We also offer training for staff of financial planning firms on current legal issues and changes to relevant legislation for the industry. This type of education serves as a risk management tool and helps to protect you, your staff and your clients. Our lawyers offer similar training through the Financial Planning Association, the peak body for financial advisers across Australia.

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