Steven Cooper
Financial Adviser
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About
Steven Cooper is an ASIC-registered financial adviser based in Warriewood, NSW, dedicated to helping individuals and families achieve their financial goals with tailored and comprehensive advice. With over a decade of experience in the financial services industry, Steven holds an Advanced Diploma in Financial Services from Kaplan Professional (2011) and the SMSF Association Self Managed Super Specialist Adviser accreditation (2013), demonstrating his commitment to ongoing professional development and expertise. Further specialist accreditations include Aged Care Accommodation, Home Care Services and Retirement Communities. As an authorized financial adviser, Steven is equipped to provide expert guidance on a wide range of financial products and strategies. He is particularly adept at superannuation advice, insurance solutions, wealth management strategies, and retirement planning. Steven's clients benefit from his deep understanding of Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Steven is a member of the SMSF Association, ensuring he remains at the forefront of industry best practices and regulatory changes in the self-managed super fund space. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management Ready to take control of your financial future? Contact Steven today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Steven Cooper provide?
Steven specializes in superannuation advice, insurance, wealth management, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Steven Cooper hold?
Steven holds an Advanced Diploma in Financial Services from Kaplan Professional (2011) and the SMSF Association Self Managed Super Specialist Adviser accreditation (2013). Further specialist accreditations include Aged Care Accommodation, Home Care Services and Retirement Communities
How can Steven Cooper help me with my retirement planning?
Steven can help you develop a comprehensive retirement plan that takes into account your financial goals, risk tolerance, and time horizon. He can also provide advice on superannuation, investments, and insurance to help you achieve a comfortable and secure retirement.
What is Steven Cooper's approach to financial advice?
Steven takes a client-centered approach, focusing on understanding your individual needs and goals. He provides tailored advice and solutions to help you achieve your financial aspirations.
What should I expect during my first meeting with Steven Cooper?
During your first meeting, Steven will take the time to get to know you and your financial situation. He will discuss your goals and objectives, and provide an overview of the services he offers. This is an opportunity for you to ask questions and determine if Steven is the right financial adviser for you.
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