Financial Adviser · MELBOURNE, VIC

Joshua Coplestone

MELBOURNE, VIC
ASIC Registered · ADV 001321508
Currently at
Melbourne, VIC (firm address)

Joshua Coplestone is a financial adviser based in Melbourne, Victoria. Joshua is currently authorised under Bell Potter Securities Limited, operating through Bell Potter Securities. Joshua holds authorisations to advise on managed investments, securities, deposit products and government bonds. Joshua's qualifications include a Bachelor of Commerce from The University of Melbourne.

Authorised to Advise On

Managed Investments Securities Deposit Products Government Bonds

Restrictions: Supervised by Dean Surkitt (001001949)

Qualifications and Training

2023
Bachelor of Commerce
The University of Melbourne
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jun 2026 - Present Current
Supervised by Dean Surkitt (001001949)

Source: ASIC Financial Advisers Register