Judith Schofield
Financial Adviser in Dalby, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242728
- Location
- Dalby QLD 4405
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 14 September 2019
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2004); Self Managed Superannuation Funds, Kaplan Professional (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, deposit and payment products
- Restriction
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Judith Schofield
Judith Schofield is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dalby, Queensland (adviser number 000242728).
Judith provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 14 September 2019.
The register records 2003 as the year Judith first provided financial advice. The qualifications listed for Judith include Diploma of Financial Planning (Financial Planning Association of Australia, 2004) and Self Managed Superannuation Funds (Kaplan Professional, 2016). Judith is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.”
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Questions people ask
Is Judith Schofield a registered financial adviser?
Yes. Judith Schofield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242728.
Which licensee does Judith Schofield work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Judith Schofield give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products."