Stuart Copeland

The Planning Room

Gold
13 Yrs Experience
Cammeray, NSW 2062

Recent reviews

The Planning Room

Suite 201 Level 2, 506 Miller St
Cammeray, NSW 2062

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Gps Wealth Ltd

AFSL 254544

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Very easy to deal with, knowledgeable but makes everything simple. Nothing too much trouble and always available."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2005

ASIC RG146

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Self Managed Superannuation Funds (SMSF) Specialist Knowledge

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Professional Memberships

CFA Institute (CFA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
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