Financial Adviser
· CAMMERAY, NSW
Stuart Smith Copeland
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338497
Stuart Smith Copeland is a financial adviser based in Cammeray, New South Wales, with 17 years of experience in the financial services industry. Stuart is currently authorised under Gps Wealth Ltd. Stuart holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Kaplan Higher Education. Stuart is a member of Chartered Financial Analyst Institute (CFA Institute) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Markets
Securities Institute
2008
Graduate Diploma of Applied Finance and Investment
FINSIA
2009
Self-Managed Superannuation Funds
Kaplan Professional
2009
Tier 1 Adviser Compliance Solution
Kaplan Professional
2010
ASX Listed Products Accreditation Course (LPAC)
LPAC Online
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Master of Applied Finance
Kaplan Higher Education
2011
SMSF Specialist Advisor
SMSF Association
2013
Chartered Financial Analyst (CFA)
CFA Institute
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education