Financial Adviser · DULWICH, SA

Cooper William Mcrae

DULWICH, SA

4 Years experience

Tax advice
authorised

ASIC Registered · ADV 001291130

Currently at

Hood Sweeney Securities

Dulwich, SA (firm address)

View firm profile

Cooper William Mcrae is a financial adviser based in Dulwich, South Australia, with 4 years of experience in the financial services industry since 2022. Cooper is currently authorised under Hood Sweeney Securities. Cooper holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cooper's qualifications include a Bachelor of Business (Economics, Finance and Trade) from University of South Australia. Cooper is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Cooper McRae is not Authorised to provide financial product advice on Margin Lending Facilities. Cooper McRae is not Authorised to deal in Margin Lending Facility financial products.

Authorised to provide tax financial advice services

Qualifications and Training

2020

Bachelor of Business (Economics, Finance and Trade)

University of South Australia

2021

Bachelor of Business (Financial Planning)

University of South Australia

2021

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Hood Sweeney Securities Pty Ltd

Jan 2024 - Present Current

Cooper McRae is not Authorised to provide financial product advice on Margin Lending Facilities. Cooper McRae is not Authorised to deal in Margin Lending Facility financial products.

W2 Wealth Pty Ltd

Jul 2021 - Jan 2024 Ceased

Source: ASIC Financial Advisers Register