STEVEN HENRY COOPER

Financial Adviser ยท Warriewood, NSW

Registered

Registration Number

000279430

Registration Status

Registered

Location

Warriewood, NSW 2102

Providing Advice Since

2002

Registration Date

01/03/2017

Financial Services Licensee

CB WEALTH SERVICES PTY LTD

Licence #000487183

๐Ÿ“š Qualifications & Training

2011 - Advanced Diploma Financial Services - - Kaplan Professional
2013 - SMSF Association Self Managed Super Specialist Adviser - - SMSF Association
2018 - Aged care Accommodation Accreditation - - Aged Care Gurus
2018 - Home Care Services Acreditation - - Aged care Gurus
2018 - Retirement communities Accreditation - - Aged Care Gurus

๐Ÿข Professional Memberships

SMSF Association

โ„น๏ธ 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.