Financial Adviser · MELBOURNE, VIC

Julie Anne Copestake

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001002794

Julie Anne Copestake is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Julie is currently authorised under Shadforth Financial Group Limited. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a FNS50804 Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2012

FNS50804 Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Kaplan Higher Education

2021

FPC003 Superannuation and Retirement Advice

Kaplan Higher Education

2022

FPC006 Tax and Commercial Law for Financial Planning

Kaplan Higher Education

2023

FPC001B Economic and Legal Context for Financial Planning

Kaplan Higher Education

Registration History

Shadforth Financial Group Limited

Jan 2025 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Commonwealth Financial Planning Limited

Aug 2010 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register