MARK THOMAS COPSEY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Association of Chartered Certified Accountants - - Fellow of Association of Chartered Certified Accountants
1998 - Revenue Law - Graduate Certificate (AQF 8) - University of Technology Sydney
2001 - Company Law - Graduate Certificate (AQF 8) - University of Technology Sydney
2005 - Institute of Chartered Accountants in Australia - - Affiliate of Institute of Chartered Accountants in Australia
2009 - Diploma of Financial Services - - Kaplan
2011 - ASX Accredited Listed Products Adviser - - Kaplan
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.