Stuart Copeland Financial Planner Report

Name:
Stuart Smith Copeland

Rep Number:
000338497

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
The Planning Room Pty Ltd

Licence Number:
001243698

ABN:
64 158 621 991

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FINSIA
Diploma of Financial Markets
FINSIA
Graduate Diploma of Applied Finance and Investment
Kaplan Professional
Master of Applied Finance
Kaplan Professional
RG146 Adviser Course
Kaplan Professional
SMSF Specialist Knowledge

Memberships
Chartered Financial Analyst Institute (CFA)
Financial Planning Association of Australia (FPA)
SMSF Association