Steven Henry Cooper
Financial Adviser in Warriewood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279430
- Location
- Warriewood NSW 2102
- Licensee
- CB Wealth Services Pty Ltd (AFSL 487183)
- Authorised since
- 1 March 2017
- First provided advice
- 2002
- Qualifications
- Advanced Diploma Financial Services, Kaplan Professional (2011); SMSF Association Self Managed Super Specialist Adviser, SMSF Association (2013); Aged care Accommodation Accreditation, Aged Care Gurus (2018); Home Care Services Acreditation, Aged care Gurus (2018); Retirement communities Accreditation, Aged Care Gurus (2018)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Henry Cooper
Steven Henry Cooper is a financial adviser in Warriewood, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000279430.
Steven provides advice as an authorised representative of CB Wealth Services Pty Ltd, which holds Australian financial services licence 487183. That authorisation dates from 1 March 2017.
The register records 2002 as the year Steven first provided financial advice. Qualifications and training on file include Advanced Diploma Financial Services (Kaplan Professional, 2011), SMSF Association Self Managed Super Specialist Adviser (SMSF Association, 2013) and Aged care Accommodation Accreditation (Aged Care Gurus, 2018). Professional memberships recorded: SMSF Association.
Steven is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Steven Henry Cooper a registered financial adviser?
Yes. Steven Henry Cooper is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279430.
Which licensee does Steven Henry Cooper work under?
CB Wealth Services Pty Ltd, Australian financial services licence 487183.
What can Steven Henry Cooper give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.