Mark Thomas Copsey – Financial Adviser
Adviser identifying number: 1001473
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: ALLWORTHS WEALTH MANAGEMENT PTY LIMITED
Licence number: 457155
Licensee’s ABN: 42135021699
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALLWORTHS WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 457155
Authorised Representative’s ABN: 42135021699
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:
- ASX Accredited Listed Products Adviser – Kaplan
- Association of Chartered Certified Accountants – Fellow of Association of Chartered Certified Accountants
- Diploma of Financial Services – Kaplan
- Institute of Chartered Accountants in Australia – Affiliate of Institute of Chartered Accountants in Australia
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Mark Thomas Copsey 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 / IDPS Only
- Securities
- Superannuation