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Cooper Partners Financial Services Pty ltd

AFS License Number
327033
Name
Cooper Partners Financial Services Pty ltd
ABN/ACN/ARBN
45130114279
Licensee issued
Aug. 1, 2008
Address
Perth, 6000, WA

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Gina Maria Davidson2012Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Arts with Honours - University of Wolverhampton ~ Chartered Tax Adviser (CTA) - The Tax Institute ~ Graduate Diploma of Applied Tax Law - The Tax Institute ~ SMSF Specialist Advisor - SMSF Association
 Jemma Claire Sanderson2010Certified Financial Planner - Deakin University / FPA ~ Chartered Tax Adviser - Taxation Institute of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Advisers Examination - FASEA/ACER ~ SMSF Specialist Adviser - SMSF Association
 Marissa Yasmin Bernadette Bechta2008Bachelor of Commerce - Curtin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Advisers Examination - FASEA/ACER ~ SMSF Specialists Advisor Accreditation - SPAA ~ Securities Institute of Australia - ASIC PS146 Teir 1
 Michelle Cherie Saunders2008ASFA Diploma in Super - Macquarie University ~ ASIC PS 146 (Tier 1) - RMIT University ~ CFP Professional Education Program - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Advisers Examination - FASEA/ACER