As a holder of an Australian Financial Services license, Coppin and Partners is positioned to offer its customers a range of specialist advice and services including:

For Private Investors

• Strategic, personalised investment advice for Sophisticated and Professional Investors (as determined by Section 708 of the Corporations Act)
• Appropriate advice on equity investments, equities, derivatives, managed funds, financial products, structured investments and ETFs
• Personally tailored investment portfolios, recommendations and reviews
• Asset Allocation and Portfolio Reviews and monitoring
• Ready access to a range of Capital Raisings, IPO’s and Excluded offers that may not be available to the general investor
• Wealth maximization strategies
• On-line portfolio management and access
• Specified stock and sector overviews
• Portfolio valuations and full tax reporting via our fully managed ( non discretionary ) portfolio service
• Tax optimisation
• Mail administration
• Exceptional Trade Execution and order management

Depending upon your specific requirements, you can select from our Platinum, Gold or Silver service levels. All offer an excellent personalized service with trust, discretion and integrity.