David Paul Cooper
Financial Adviser in Cleveland, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002793
- Location
- Cleveland QLD 4163
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 5 November 2021
- First provided advice
- 2003
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2012); Economic and Legal Context for Financial Planning, Kaplan Professional (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Client Engagement Skills, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- AFA - Fellow Chartered Financial Practioner (FChFP); Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About David Paul Cooper
David Paul Cooper is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cleveland, Queensland (adviser number 001002793).
The licensee David advises under is Fortnum Advice Pty Ltd (AFS licence 519190). That authorisation dates from 5 November 2021.
The register records 2003 as the year David first provided financial advice. The qualifications listed for David include Advanced Diploma of Financial Planning (Kaplan Professional, 2012), Economic and Legal Context for Financial Planning (Kaplan Professional, 2020) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). David is recorded as a member of AFA – Fellow Chartered Financial Practioner (FChFP) and Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “Not SMSF.”
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Questions people ask
Is David Paul Cooper a registered financial adviser?
Yes. David Paul Cooper is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002793.
Which licensee does David Paul Cooper work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can David Paul Cooper 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. It also records this restriction: "Not SMSF."