MICHAEL JAMES COUPE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - ANU
2008 - CFP - - FPA
2008 - DFP - - Kaplan
2011 - Margin Lending - - Kaplan
2011 - SMSF Specialist Adviser - - Kaplan
2014 - ALPA - - Kaplan
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.