Judy Schmidt
Financial Adviser
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About
Judy Schmidt is an ASIC-registered financial adviser dedicated to helping individuals and families in Ivanhoe East and across Australia achieve their financial goals. With a career spanning over two decades, Judy brings a wealth of knowledge and experience to her clients, underpinned by a strong academic foundation including a Bachelor of Business from Victoria College, a Diploma of Financial Planning from Kaplan Professional, a Master of Financial Planning from the University of the Sunshine Coast, and a Diploma of Finance and Mortgage Broking Management, also from Kaplan Professional. Judy is committed to upholding the highest ethical standards, as evidenced by her completion of Ethics and Professionalism in Financial Advice through Kaplan Professional. She is a proud member of the Financial Advice Association of Australia (FAAA) and holds the prestigious CFP® designation, demonstrating her commitment to excellence in financial planning. As an authorised financial adviser, Judy provides expert advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Judy Schmidt today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Judy Schmidt provide?
Judy Schmidt offers a comprehensive range of financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies. She can help you create a personalized financial plan to achieve your goals.
What are Judy Schmidt's qualifications and experience?
Judy holds a Bachelor of Business, a Diploma of Financial Planning, a Master of Financial Planning, and a Diploma of Finance and Mortgage Broking Management. She has over 20 years of experience in the financial services industry and is a Certified Financial Planner (CFP).
What is the process for working with Judy Schmidt?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Judy will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing reviews and adjustments as needed.
What can I expect from a financial planning session with Judy Schmidt?
During a session with Judy, you can expect a collaborative and informative discussion about your financial goals, risk tolerance, and current financial situation. Judy will provide clear and unbiased advice to help you make informed decisions.
How does Judy Schmidt stay up-to-date with the latest financial regulations and industry trends?
Judy is committed to ongoing professional development and regularly attends industry conferences, completes continuing education courses, and stays informed about changes in financial regulations and market trends.
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