STUART SMITH COPELAND
Financial Adviser · Cammeray, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute
2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2009 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2009 - Tier 1 Adviser Compliance Solution - Diploma (AQF 5) - Kaplan Professional
2010 - ASX Listed Products Accreditation Course (LPAC) - Other - LPAC Online
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education
2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2013 - Chartered Financial Analyst (CFA) - Professional Designations - CFA Institute
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
SMSF Association
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.