Julie Anne Copestake
SHADFORTH FINANCIAL GROUP LIMITED · Melbourne VIC 3000 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001002794
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SHADFORTH FINANCIAL GROUP LIMITED · AFSL 318613Since 28 January 2025
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- Superannuation: Not authorised to provide SMSF advice.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJan 2025 – presentSHADFORTH FINANCIAL GROUP LIMITED · AFSL 318613
- CEASEDAug 2010 – Dec 2021COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC001B Economic and Legal Context for Financial Planning
Kaplan Higher Education · 2023 · Other
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education · 2022 · Other
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2021 · Other
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education · 2021 · Other
FNS50804 Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Limited · 2012 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Julie Anne Copestake claims the profile.
Reviews
Not yet reviewed
No client has reviewed Julie Anne Copestake on Souffle yet.
Contacting Julie Anne Copestake
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SHADFORTH FINANCIAL GROUP LIMITED · AFSL 318613
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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