Financial Adviser · CLEVELAND, QLD

David Paul Cooper

CLEVELAND, QLD

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002793

Currently at

Fortnum Advice

Sydney, NSW (firm address)

View firm profile

About David Paul Cooper

David Paul Cooper is a financial adviser based in Cleveland, Queensland, with 23 years of experience in the financial services industry since 2003. David is currently authorised under Fortnum Advice. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of AFA - Fellow Chartered Financial Practioner (FChFP) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2012

Advanced Diploma of Financial Planning

Kaplan Professional

2020

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2021

Client Engagement Skills

Behavioural Finance - Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Fortnum Advice Pty Ltd

Nov 2021 - Present Current

Not SMSF

Commonwealth Financial Planning Limited

Oct 2004 - Oct 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF

Source: ASIC Financial Advisers Register