Stuart Smith Copeland
Financial Adviser in Cammeray, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338497
- Location
- Cammeray NSW 2062
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 1 July 2016
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Markets, Securities Institute (2006); Graduate Diploma of Applied Finance and Investment, FINSIA (2008); Self-Managed Superannuation Funds, Kaplan Professional (2009); Tier 1 Adviser Compliance Solution, Kaplan Professional (2009); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); Master of Applied Finance, Kaplan Higher Education (2011); SMSF Specialist Advisor, SMSF Association (2011); Chartered Financial Analyst (CFA), CFA Institute (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute); SMSF Association
- 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 Stuart Smith Copeland
Stuart Smith Copeland is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cammeray, New South Wales (adviser number 000338497).
The licensee Stuart advises under is GPS Wealth Ltd (AFS licence 254544). That authorisation dates from 1 July 2016.
According to the register, Stuart first provided financial advice in 2009. The qualifications listed for Stuart include Diploma of Financial Markets (Securities Institute, 2006), Graduate Diploma of Applied Finance and Investment (FINSIA, 2008) and Self-Managed Superannuation Funds (Kaplan Professional, 2009). Professional memberships recorded: Chartered Financial Analyst Institute (CFA Institute) and SMSF Association.
Stuart 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 Stuart Smith Copeland a registered financial adviser?
Yes. Stuart Smith Copeland is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338497.
Which licensee does Stuart Smith Copeland work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Stuart Smith Copeland 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.