Financial Adviser
· SURFERS PARADISE, QLD
Simon Cooper
No disciplinary history on record with ASIC
SURFERS PARADISE,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248807
Licensee
Surfers Paradise, QLD (licence address on ASIC register)
About Simon Cooper
Simon Cooper is a financial adviser based in Surfers Paradise, Queensland, with 10 years of experience in the financial services industry since 2016. Simon is currently authorised under Smsf Wealth Licensing. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Simon is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma in Financial Services
Monarch
2021
Tax (Financial) Adviser course
Monarch Institute
2022
Advanced Diploma in Financial PLanning
Monarch Institute
2022
SMSF
Monarch Institute
2023
SMSF Specialist Course
LYTG
2025
Graduate Diploma of Financial Planning
Kaplan Professional