Financial Adviser · ROBINA, QLD

Daniel Kevin Copley

ROBINA, QLD

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000246389

Currently at

Mdrc Wealth

Robina, QLD (firm address)

View firm profile

Daniel Kevin Copley is a financial adviser based in Robina, Queensland, with 23 years of experience in the financial services industry since 2003. Daniel is currently authorised under Mdrc Wealth. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce from Bond University. Daniel is a member of Institute of Public Accountants (IPA).

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

1994

Bachelor of Commerce

Bond University

2002

RG146 DFS 1-4

Mixed Providers

2010

RG146 Margin Lending & Geared Investments

Kaplan Australia

Registration History

Mdrc Wealth Pty Ltd

Feb 2020 - Present Current

GWM ADVISER SERVICES PTY LTD

Jan 2013 - Feb 2020 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2003 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register