Judy Maree Dolan
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002982
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, The University of Queensland (1990); Financial Planning Principles and Practice, Securities Institute (2000); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2002); Certified Financial Planner, Financial Planning Association of Australia Limited (2003); Ethics for Financial Services, Deakin University (2021)
- Memberships
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Judy Maree Dolan
On the Financial Advisers Register kept by ASIC, Judy Maree Dolan appears as a current financial adviser in Upper Mount Gravatt, Queensland, adviser number 001002982.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 1 June 2021.
The register records 2000 as the year Judy first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Queensland, 1990), Financial Planning Principles and Practice (Securities Institute, 2000) and 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Judy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Maree Dolan a registered financial adviser?
Yes. Judy Maree Dolan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002982.
Which licensee does Judy Maree Dolan work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Judy Maree Dolan 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; standard margin lending.