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