Stuart Smith Copeland – Financial Adviser

Adviser identifying number: 338497
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE PLANNING ROOM PTY LTD
Authorised Representative identifying number: 1243698
Authorised Representative’s ABN: 64158621991

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

Relevant memberships of professional bodies or industry associations:

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

Stuart Smith Copeland is authorised to provide advices on following 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