Judy Ann Schmidt
Financial Adviser in Ivanhoe East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247538
- Location
- Ivanhoe East VIC 3079
- Licensee
- Arrow Financial Group Pty Ltd (AFSL 536745)
- Authorised since
- 1 July 2022
- First provided advice
- 2002
- Qualifications
- Bachelor of Business, Victoria College (1990); Diploma of Financial Planning, Kaplan Professional (2001); Master of Financial Planning, University of the Sunshine Coast (USC) (2010); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Judy Ann Schmidt
Judy Ann Schmidt is a financial adviser in Ivanhoe East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000247538.
Judy provides advice as an authorised representative of Arrow Financial Group Pty Ltd, which holds Australian financial services licence 536745. That authorisation dates from 1 July 2022.
The register records 2002 as the year Judy first provided financial advice. Qualifications and training on file include Bachelor of Business (Victoria College, 1990), Diploma of Financial Planning (Kaplan Professional, 2001) and Master of Financial Planning (University of the Sunshine Coast (USC), 2010). Judy is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Judy Ann Schmidt a registered financial adviser?
Yes. Judy Ann Schmidt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247538.
Which licensee does Judy Ann Schmidt work under?
Arrow Financial Group Pty Ltd, Australian financial services licence 536745.
What can Judy Ann Schmidt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.