Daniel Kevin Copley
Financial Adviser in Robina, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000246389
- Location
- Robina QLD 4226
- Licensee
- MDRC Wealth Pty Ltd (AFSL 518309)
- Authorised since
- 4 February 2020
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, Bond University (1994); RG146 DFS 1-4, Mixed Providers (2002); RG146 Margin Lending & Geared Investments, Kaplan Australia (2010)
- Memberships
- Institute of Public Accountants (IPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Kevin Copley
On the Financial Advisers Register kept by ASIC, Daniel Kevin Copley appears as a current financial adviser in Robina, Queensland, adviser number 000246389.
Daniel provides advice as an authorised representative of MDRC Wealth Pty Ltd, which holds Australian financial services licence 518309. That authorisation dates from 4 February 2020.
The register records 2003 as the year Daniel first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Bond University, 1994), RG146 DFS 1-4 (Mixed Providers, 2002) and RG146 Margin Lending & Geared Investments (Kaplan Australia, 2010). Daniel is recorded as a member of Institute of Public Accountants (IPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Kevin Copley a registered financial adviser?
Yes. Daniel Kevin Copley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246389.
Which licensee does Daniel Kevin Copley work under?
MDRC Wealth Pty Ltd, Australian financial services licence 518309.
What can Daniel Kevin Copley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.