Mark Thomas Copsey
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001473
- Location
- Sydney NSW 2000
- Licensee
- Allworths Wealth Management Pty Limited (AFSL 457155)
- Authorised since
- 2 July 2014
- First provided advice
- 2009
- Qualifications
- Association of Chartered Certified Accountants, Fellow of Association of Chartered Certified Accountants (1997); Revenue Law, University of Technology Sydney (1998); Company Law, University of Technology Sydney (2001); Institute of Chartered Accountants in Australia, Affiliate of Institute of Chartered Accountants in Australia (2005); Diploma of Financial Services, Kaplan (2009); ASX Accredited Listed Products Adviser, Kaplan (2011); Graduate Diploma of Financial Planning, Kaplan (2024)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Mark Thomas Copsey
On the Financial Advisers Register kept by ASIC, Mark Thomas Copsey appears as a current financial adviser in Sydney, New South Wales, adviser number 001001473.
Advice is given under the Australian financial services licence of Allworths Wealth Management Pty Limited, licence number 457155. The current authorisation started on 2 July 2014.
The register records 2009 as the year Mark first provided financial advice. Qualifications and training on file include Association of Chartered Certified Accountants (Fellow of Association of Chartered Certified Accountants, 1997), Revenue Law (University of Technology Sydney, 1998) and Company Law (University of Technology Sydney, 2001). Mark is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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 Mark Thomas Copsey a registered financial adviser?
Yes. Mark Thomas Copsey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001473.
Which licensee does Mark Thomas Copsey work under?
Allworths Wealth Management Pty Limited, Australian financial services licence 457155.
What can Mark Thomas Copsey 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.