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