David Cope Email & Phone Number

“I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.”David has a Bachelor of Business in Financial Planning degree and has been working in the financial services industry for the past 11 years. He has been a practising financial planner since 2008 and believes providing financial advice is not about telling people what to do; it’s about identifying the opportunities available to them and guiding them through the decision making process.Services and specialities:StockbrokingSelf Managed Super FundsRetirement and Estate PlanningPersonal InsuranceSuperannuation AdviceWealth ManagementInvestment Style:David specialises in providing holistic financial advice for a wide range of clients which includes investments, wealth creation, personal insurance and retirement planning with a special interest in Self Managed Super Funds.Qualifications:Bachelor of Business (Financial Planning), RMIT, Melbourne, 2007Self Managed Super Specialist AdvisorProfessional Associations:Financial Planning Association of AustraliaApproved Competencies:Margin LendingFinancial PlanningDerivatives Level 1SMSF Specialist AdvisorSuperannuationSecuritiesLife InsuranceManaged Investments

Listed skills include Investment Advisory, Financial Markets, Fixed Income, Life Insurance, and 20 others.