Michael Coupe, CFP®

Name Michael Coupe CFP®
Company FIRSTUNITY Financial Services Pty Ltd
Address 25 Bligh St
Sydney, NSW 2000
Phone 02 82563100

Michael joined FIRSTUNITY in April 2011 to provide high quality, conflict-free advice that is always in the best interest of his clients. Prior to this Michael was a financial adviser with Prescott Securities and started working in the financial planning industry in 2004.Michael works with clients as their trusted adviser, developing tailored solutions to help clients achieve their financial and lifestyle goals. Michael utilises in-depth knowledge of financial planning strategies and robust investment solutions to help clients simplify their financial affairs and allow them to spend less time worrying about money and more time enjoying life.Michael offers the complete service to help clients achieve what is important to them. This includes a broad range of wealth management and financial planning advice including estate planning, insurance, investment strategies, portfolio management, retirement planning, superannuation (including SMSF’s) and tax planning.Michael is a long standing member of the Financial Planning Association (FPA) and has attained the Certified Financial Planning (CFP) accreditation. He also holds a Bachelor of Commerce (Accounting & Finance), Diploma of Financial Planning and Advanced Diploma of Financial Services (Financial Planning).

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