Stuart Smith Copeland
THE PLANNING ROOM PTY LTD · Cammeray NSW 2062 · Advising since 2009
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000338497
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- GPS WEALTH LTD · AFSL 254544Through authorised representative THE PLANNING ROOM PTY LTD (no. 001243698)Since 1 July 2016
- Principal business address
- Cammeray NSW 2062
- First year providing advice
- 2009
- Can provide tax (financial) advice
- Yes
- Memberships
- Chartered Financial Analyst Institute (CFA Institute); SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2016 – presentGPS WEALTH LTD · AFSL 254544Through authorised representative THE PLANNING ROOM PTY LTD (no. 001243698)
- CEASEDJul 2014 – Jun 2016RSM FINANCIAL SERVICES AUSTRALIA PTY LTD · AFSL 238282
- CEASEDJan 2012 – Oct 2013FINDEX ADVICE SERVICES PTY LTD · AFSL 243253
- CEASEDAug 2009 – Jan 20125 WEALTH MANAGEMENT PTY LTD · AFSL 314889
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2021 · Bridging Course - Ethics
Chartered Financial Analyst (CFA)
CFA Institute · 2013 · Professional Designations
Master of Applied Finance
Kaplan Higher Education · 2011 · Masters Degree (AQF 9)
SMSF Specialist Advisor
SMSF Association · 2011 · Professional Designations
ASX Listed Products Accreditation Course (LPAC)
LPAC Online · 2010 · Other
Margin Lending and Geared Investments
Kaplan Professional · 2010 · Other
Self-Managed Superannuation Funds
Kaplan Professional · 2009 · Other
Tier 1 Adviser Compliance Solution
Kaplan Professional · 2009 · Diploma (AQF 5)
Graduate Diploma of Applied Finance and Investment
FINSIA · 2008 · Graduate Diploma (AQF 8)
Diploma of Financial Markets
Securities Institute · 2006 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Stuart Smith Copeland claims the profile.
Reviews
Not yet reviewed
No client has reviewed Stuart Smith Copeland on Souffle yet.
Contacting Stuart Smith Copeland
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
THE PLANNING ROOM PTY LTD
Authorised by GPS WEALTH LTD · AFSL 254544
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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