Julie Anne Copestake – Financial Adviser

Adviser identifying number: 1002794
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence number: 231139
Licensee’s ABN: 65003900169
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 20/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 231139
Authorised Representative’s ABN: 65003900169

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Diploma of Financial Planning – DFP 1 – Deakin University
• Diploma of Financial Planning – DFP 2 – Deakin University
• Diploma of Financial Planning – DFP 3 – Kaplan (formerly Tribeca)
• Diploma of Financial Planning – DFP 4 – Kaplan (formerly FINSIA)

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Julie Anne Copestake is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility