Financial Adviser
· SYDNEY, NSW
Mark Thomas Copsey
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001473
Mark Thomas Copsey is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Mark is currently authorised under Allworths Wealth Management Pty Limited. Mark 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 Graduate Diploma of Financial Planning from Kaplan. Mark is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Association of Chartered Certified Accountants
Fellow of Association of Chartered Certified Accountants
1998
Revenue Law
University of Technology Sydney
2001
Company Law
University of Technology Sydney
2005
Institute of Chartered Accountants in Australia
Affiliate of Institute of Chartered Accountants in Australia
2009
Diploma of Financial Services
Kaplan
2011
ASX Accredited Listed Products Adviser
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan