JUDITH SCHOFIELD

Financial Adviser · Dalby, QLD

Registered

Registration Number

000242728

Registration Status

Registered

Location

Dalby, QLD 4405

Providing Advice Since

2003

Registration Date

14/09/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2016 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.