FELICITY CHRISTINE COOPER


Licensee: PREMIUM WEALTH MANAGEMENT PTY LTD

FELICITY CHRISTINE COOPER (Adviser# 000413849) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is January 19, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name FELICITY CHRISTINE COOPER
Adviser Number 000413849
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000237498
PREMIUM WEALTH MANAGEMENT PTY LTD
Licence ABN 11091418861
Licence Controlled By AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Adviser Start Date 2016-01-19
Adviser End Date 2016-01-20
Appointing Representative Name PREMIUM WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000237498
Appointing Representative ABN 11091418861
Memberships Financial Planning Association of Australia (FPA)
Stockbrokers Association of Australia

Authorisations to provide financial product advice

  • FELICITY CHRISTINE COOPER

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Arts (Japanese) Griffith University
Bachelor of Business (Accounting) Griffith University
Diploma Financial Planning Kaplan
Graduate Diploma of Applied Finance and Investment FINSIA
Master of Financial Planning Griffith University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237498 PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
2016-01-19 - 2016-01-20 PREMIUM WEALTH MANAGEMENT PTY LTD
000237498 PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
2015-07-29 - 2016-01-18 PREMIUM WEALTH MANAGEMENT PTY LTD
000477022 COOPER WEALTH MANAGEMENT PTY LTD 2015-07-22 - COOPER WEALTH MANAGEMENT PTY LTD
000235410 MORGANS FINANCIAL LIMITED 2011-11-15 - 2015-06-30 MORGANS FINANCIAL LIMITED
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2007-03-01 - 2011-10-01

Licensee Information

Licence Name PREMIUM WEALTH MANAGEMENT PTY LTD
Licence Number 000237498
Licence ABN 11091418861

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KYLA-ANN MERE WEHIPEIHANA Premium Wealth Management Pty Ltd Ceased 2014-05-07
PETER MITCHELSON Premium Wealth Management Pty Ltd Ceased 2014-01-06
MICHAEL CHAZIKANTIS Premium Wealth Management Pty Ltd Ceased 2014-01-06
ADELE MARIE ALESSIO Premium Wealth Management Pty Ltd Ceased 2013-06-18
TERRENCE FORD Premium Wealth Management Pty Ltd Ceased 2009-06-05
DAVID BOXER Premium Wealth Management Pty Ltd Ceased 2009-06-05
MARK JAMES HODDINOTT Premium Wealth Management Pty Ltd Ceased 2003-11-06
MICHAEL JAMES BYRNES Premium Wealth Management Pty Ltd Ceased 2003-11-06

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KYLA-ANN MERE WEHIPEIHANA Premium Wealth Management Pty Ltd Ceased 2014-05-07
PETER MITCHELSON Premium Wealth Management Pty Ltd Ceased 2014-01-06
MICHAEL CHAZIKANTIS Premium Wealth Management Pty Ltd Ceased 2014-01-06
ADELE MARIE ALESSIO Premium Wealth Management Pty Ltd Ceased 2013-06-18
TERRENCE FORD Premium Wealth Management Pty Ltd Ceased 2009-06-05
DAVID BOXER Premium Wealth Management Pty Ltd Ceased 2009-06-05
MARK JAMES HODDINOTT Premium Wealth Management Pty Ltd Ceased 2003-11-06
MICHAEL JAMES BYRNES Premium Wealth Management Pty Ltd Ceased 2003-11-06

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Dataset Information


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.