Kim Louise Betts – Financial Adviser

Adviser identifying number: 402724
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: COOPER WEALTH MANAGEMENT PTY LTD
Licence number: 477022
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FELICITY CHRISTINE COOPER
Authorised Representative identifying number: 413849
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Diploma of Financial Advising – Securities Institute
• Graduate Diploma of Financial Planning – FINSIA
• Specialist Self Managed Super Fund – University of Adelaide

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Kim Louise Betts is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility