Susan Elizabeth Cooper
Financial Adviser in Greensborough, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000405515
- Location
- Greensborough VIC 3088
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 12 November 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Engineering (Electrical), University of Melbourne (1990); Master of Business Administration (Technology Management), Deakin University & APESMA (2000); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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
- The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Susan Elizabeth Cooper
On the Financial Advisers Register kept by ASIC, Susan Elizabeth Cooper appears as a current financial adviser in Greensborough, Victoria, adviser number 000405515.
The licensee Susan advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 12 November 2024.
According to the register, Susan first provided financial advice in 2011. The qualifications listed for Susan include Bachelor of Engineering (Electrical) (University of Melbourne, 1990), Master of Business Administration (Technology Management) (Deakin University & APESMA, 2000) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Susan is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF).”
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Questions people ask
Is Susan Elizabeth Cooper a registered financial adviser?
Yes. Susan Elizabeth Cooper is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000405515.
Which licensee does Susan Elizabeth Cooper work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Susan Elizabeth 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: "The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)."