Judy Bohlsen
Financial Adviser in Turramurra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000439914
- Location
- Turramurra NSW 2074
- Licensee
- Climb Wealth Pty Ltd (AFSL 409424)
- Authorised since
- 27 January 2020
- First provided advice
- 2013
- Qualifications
- Master of Commerce (Finance), UNSW (2000); Master of Taxation Law, UTS (2003); Certificate of Attainment Self Managed Super Funds, Kaplan (2012); Diploma of Financial Services (Financial Planning), Kaplan (2012); Diploma of Finance and Mortgage Broking Management, The National Finance Institute (2013); Client Engagement Skills, Kaplan (2025); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- Memberships
- CPA Australia (CPA); Finance Brokers Association of Australia Limited; The Tax Institute
- 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 Bohlsen
Judy Bohlsen is a financial adviser in Turramurra, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000439914.
Judy provides advice as an authorised representative of Climb Wealth Pty Ltd, which holds Australian financial services licence 409424. That authorisation dates from 27 January 2020.
The register records 2013 as the year Judy first provided financial advice. The qualifications listed for Judy include Master of Commerce (Finance) (UNSW, 2000), Master of Taxation Law (UTS, 2003) and Certificate of Attainment Self Managed Super Funds (Kaplan, 2012). Professional memberships recorded: CPA Australia (CPA), Finance Brokers Association of Australia Limited and The Tax Institute.
Judy is authorised to advise 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 Bohlsen a registered financial adviser?
Yes. Judy Bohlsen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000439914.
Which licensee does Judy Bohlsen work under?
Climb Wealth Pty Ltd, Australian financial services licence 409424.
What can Judy Bohlsen 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.