Michael James Coupe
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000401163
- Location
- Sydney NSW 2000
- Licensee
- Firstunity Financial Services Pty Limited (AFSL 513101)
- Authorised since
- 13 August 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, ANU (2002); Margin Lending, Kaplan (2011); SMSF Specialist Adviser, Kaplan (2011); ALPA, Kaplan (2014); Ethics and Professionalism in Financial Advice, KAPLAN (2023)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael James Coupe
On the Financial Advisers Register kept by ASIC, Michael James Coupe appears as a current financial adviser in Sydney, New South Wales, adviser number 000401163.
Michael provides advice as an authorised representative of Firstunity Financial Services Pty Limited, which holds Australian financial services licence 513101. The current authorisation started on 13 August 2019.
According to the register, Michael first provided financial advice in 2007. The qualifications listed for Michael include Bachelor of Commerce (ANU, 2002), Margin Lending (Kaplan, 2011) and SMSF Specialist Adviser (Kaplan, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Michael is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Michael James Coupe a registered financial adviser?
Yes. Michael James Coupe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000401163.
Which licensee does Michael James Coupe work under?
Firstunity Financial Services Pty Limited, Australian financial services licence 513101.
What can Michael James Coupe 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; standard margin lending.