Financial Adviser
· UPPER MOUNT GRAVATT, QLD
Judy Maree Dolan
No disciplinary history on record with ASIC
UPPER MOUNT GRAVATT,
QLD
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002982
Judy Maree Dolan is a financial adviser based in Upper Mount Gravatt, Queensland, with 26 years of experience in the financial services industry since 2000. Judy is currently authorised under Consultum Financial Advisers. Judy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Judy's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Judy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Commerce
The University of Queensland
2000
Financial Planning Principles and Practice
Securities Institute
2002
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2003
Certified Financial Planner
Financial Planning Association of Australia Limited
2021
Ethics for Financial Services
Ethics - Deakin University