Financial Adviser
· IVANHOE EAST, VIC
Judy Ann Schmidt
No disciplinary history on record with ASIC
IVANHOE EAST,
VIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247538
Judy Ann Schmidt is a financial adviser based in Ivanhoe East, Victoria, with 24 years of experience in the financial services industry since 2002. Judy is currently authorised under Arrow Financial Group. 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 Master of Financial Planning from University of the Sunshine Coast (USC). Judy is a member of CFP - Certified Financial Planner (FPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business
Victoria College
2001
Diploma of Financial Planning
Kaplan Professional
2010
Master of Financial Planning
University of the Sunshine Coast (USC)
2017
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register