David Cope
Financial Adviser
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About
David Cope is an ASIC-registered financial adviser based in Darwin, NT, committed to providing tailored financial solutions to help clients achieve their financial goals. David holds a Bachelor of Business (Financial Planning) from the Royal Melbourne Institute of Technology (2007), a Responsible Executive Markets Exam certification from the Stockbrokers Association of Australia (2015), an SMSF Specialist Adviser accreditation from SPAA (2016), and completed the TASA and TPB Code of Professional Conduct course with Kaplan (2016). Authorised to provide advice on a comprehensive range of financial products, David specialises in superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. He leverages his extensive knowledge and experience to deliver strategic advice that aligns with each client's unique circumstances and aspirations. • Superannuation advice and planning • Wealth creation and management strategies • Comprehensive insurance solutions (Investment Life Insurance and Life Risk Insurance) • Investment advice, including securities, derivatives, and government debt securities • SMSF advice Whether you are planning for retirement, seeking to grow your wealth, or require expert advice on complex financial matters, David is here to guide you every step of the way. Contact David today to schedule a consultation and discover how he can help you secure your financial future.
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Frequently Asked Questions
What types of financial advice does David Cope offer?
David Cope provides advice on a range of financial products including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. He can help you with everything from retirement planning to investment strategies.
What qualifications does David Cope have?
David holds a Bachelor of Business (Financial Planning) from the Royal Melbourne Institute of Technology (2007), a Responsible Executive Markets Exam certification from the Stockbrokers Association of Australia (2015), an SMSF Specialist Adviser accreditation from SPAA (2016), and completed the TASA and TPB Code of Professional Conduct course with Kaplan (2016).
What is the process for becoming a client of David Cope?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. David will then develop a tailored financial plan based on your needs and preferences. He will work closely with you throughout the process to ensure you understand and are comfortable with the recommendations.
How can David Cope help me with my superannuation?
David can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy. He is also an SMSF Specialist Adviser.
What should I expect during my first meeting with David?
During your first meeting, David will take the time to understand your financial goals, current situation, and risk tolerance. He will explain his services and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
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