JULIE ANNE COPESTAKE
Financial Adviser · Berwick, VIC
📚 Qualifications & Training
2012 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Other - Kaplan Higher Education
2021 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education
2022 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education
2023 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.