MARK THOMAS COPSEY (Adviser# 001001473) 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 July 2, 2014.
| Register Name | Financial Advisers |
| Adviser Name | MARK THOMAS COPSEY |
| Adviser Number | 001001473 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000457155 ALLWORTHS WEALTH MANAGEMENT PTY LIMITED |
| Licence ABN | 42135021699 |
| Adviser Start Date | 2014-07-02 |
| Appointing Representative Name | ALLWORTHS WEALTH MANAGEMENT PTY LIMITED |
| Appointing Representative Number | 000457155 |
| Appointing Representative ABN | 42135021699 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Products Adviser | Kaplan |
| Association of Chartered Certified Accountants | Fellow of Association of Chartered Certified Accountants |
| Diploma of Financial Services | Kaplan |
| Institute of Chartered Accountants in Australia | Affiliate of Institute of Chartered Accountants in Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000457155 | ALLWORTHS WEALTH MANAGEMENT PTY LIMITED | 2014-07-02 - | ALLWORTHS WEALTH MANAGEMENT PTY LIMITED |
| 000274917 | GROWTH PLUS FINANCIAL GROUP PTY LTD | 2009-02-16 - 2014-07-02 |
| Licence Name | ALLWORTHS WEALTH MANAGEMENT PTY LIMITED |
| Licence Number | 000457155 |
| Licence ABN | 42135021699 |
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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.