Quality financial planning requires in-depth knowledge of financial products and services, along with the legal framework underpinning these products and services.

Cooper Grace Ward has provided specialist legal advice to financial planners for more than 20 years.

Our clients in this sector range from sole practitioners to major wealth management firms which 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 which enables financial planners to assist their clients to achieve their financial goals.

Services we offer

We offer a range of services for financial planners, as well as support services to assist their clients with their personal and business needs. This includes advice on:

• Revenue, tax and superannuation
• Business mergers, sales and acquisitions
• Capital raising
• Commercial issues affecting SMEs
• Establishing companies, trusts and superannuation funds (download our CGW Structures & Business Structure Services price lists)
• Advice and litigation relating to Australian Financial Services Licences
• Estate planning and administration
• Family law.

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 acts 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 advisors across Australia.

What our clients say

Cooper Grace Ward is the leader in legal advice and support to the financial services industry. We view them as our primary legal solutions provider. They assist us and our clients in a range of areas including complex superannuation, tax and property issues. In the financial services space, there is no other firm that comes close in terms of providing seamless value-adding solutions.”

Lance Meikle
Professional Investment Services

Read more about what CGW clients say about our firm.