ABOUT US

WHO WE ARE

We are a dedicated and friendly team of professionals working together to achieve the best outcome for our clients. We want a real relationship with our clients, many of whom are our friends, and we strive to grow our relationships and make a positive impact on everyone who touches our business.

OUR VALUES

-          Promote open and honest relationships with our client to ensure complete understanding of their needs and goals.

-          We are here to help and will openly share our skills, our knowledge, our thoughts, and our respect.

-          Repay the trust given to us by always looking after our clients’ best interest.

-          Your success is our success.

-          Being friendly and approachable – we are here for you.

OUR TEAM

Our team is made up of a multi-cultural group of hard working, successful, friendly individuals. Everyone helps each other and brainstorming is how we work together to ensure the best outcome for our clients.

 OUR FINANCIAL PLANNERS

Janie Fensom (Authorised Representative #1271439)

(Associate Representatives of Pelican Wealth, Corporate Representative No. 442261 of InterPrac Financial Planning Pty Ltd AFSL No. 246638)

Pelican Wealth Financial Planning practice was established to assist the clients of Coote & Associates and other clients with building and protecting wealth.

Why use our financial planning services?

Pelican Wealth is licenced under InterPrac Financial Planning.  InterPrac  is not a Bank and this allows us to select the best products for our clients.

OUR PARTNERS

David Coote – Founder and Managing Director

David has been in Public Practice since 1985 and has been operating in Mount Pleasant since 2007.

Coote & Associates was established in 1985 (prior to 2015, under a different name) and David is the Founder and Managing Director, leading his team of Accountants, Financial Planners, Auditors and admin staff. David is a qualified Chartered Accountant (CA) and holds a Certificate of Public Practice with the Institute of Chartered Accountants.

David is a family man and enjoys Swimming and water polo.
 

Janie Fensom – Partner
(Authorised Representative #1271439)

With 20 years’ experience in the public practice, Janie is efficient in all aspects of Accounting and Taxation and Business Services, and is dedicated to helping our clients grow and reach their goals.

Janie has experience in all manners of businesses and Industries, from start-up businesses, to established industry leaders, to Self-Managed Superannuation Funds.

Graduating from Curtin University in 1997, she worked at HLB Mann Judd WA before joining the Coote & Associates team in 2011 and becoming an associate in 2017. Janie is a qualified Chartered Accountant (CA) and holds a Certificate of Public Practice with the Institute of Chartered Accountants. She also completed her Diploma of Financial Planning in 2017 and is actively interested in the stock market and in particular tailoring specific plans for wealth growth and meeting of client objectives. She has been a driving force within the business, her attention to detail and strong determination to leave no stone unturned means clients receive the highest possible service and best outcome.

Janie is a family person and loves reading, sports (particularly AFL), and spending time with her family and friends.