Cook & Cook Financial Services

Cook & Cook Financial Services is a family owned financial advisory and planning business in Dubbo. It has provided advice to individuals and families within the community for over 30 years. Martin Cook purchased the business from his father John in 2010. The firm is licensed through Consultum / Ten-Fifty and is part of the IOOF group. It is a Member of the FPA - Financial Planning Association.

Cook & Cook Financial Services provides financial planning advice for personal and business needs, including investment and wealth management, life insurance, personal and business insurance, debt and budget management, superannuation and self-managed superannuation, transitioning to retirement, retirement planning, and age care planning. Advice is provided with a transparent fee-for-service model, and clients are not charged any fees unless they are happy to proceed with the advice. Martin Cook and Cook & Cook Financial Services Pty Ltd are Authorised Representatives of Consultum Financial Advisers Pty Ltd.

Superannuation consulting and financial advice are the services listed for Cook & Cook Financial Services in Dubbo, where the practice operates from Church Street. Two accounts feature in the feedback. One gives the firm full marks, noting that the staff genuinely care about the people they look after and go beyond what is expected.

The other rating is far lower and centres on the reception experience, described in blunt terms without identifying an adviser or setting out what occurred. The positive impression rests on the care shown to clients, while the critical one concerns front-of-house manner rather than the advice itself, and the two accounts sit side by side in the small sample of feedback recorded for the practice.