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