STEVEN COOPER (Adviser# 000279430) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN COOPER |
| Adviser Number | 000279430 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000487183 CB WEALTH SERVICES PTY LTD |
| Licence Controlled By | Steven COOPER |
| Adviser Start Date | 2017-03-01 |
| Appointing Representative Name | CB WEALTH SERVICES PTY LTD |
| Appointing Representative Number | 000487183 |
| Memberships |
Association of Financial Advisers (AFA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Services | Kaplan Professional |
| Aged care Accommodation Accreditation | Aged Care Gurus |
| Home Care Services Acreditation | Aged care Gurus |
| Retirement communities Accreditation | Aged Care Gurus |
| SMSF Association Self Managed Super Specialist Adviser | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000487183 |
CB WEALTH SERVICES PTY LTD
Licence controlled by: Steven COOPER |
2017-03-01 - | CB WEALTH SERVICES PTY LTD |
| 000309643 |
OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED |
2013-07-12 - 2017-03-01 | OMNIWEALTH SERVICES PTY LIMITED |
| 000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-06-06 - 2013-07-12 | STEVEN COOPER |
| 000234663 |
JIGSAW SUPPORT SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD |
2010-08-20 - 2012-06-06 | STEVEN COOPER |
| Licence Name | CB WEALTH SERVICES PTY LTD |
| Licence Number | 000487183 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.