JUDY ANN SCHMIDT
Financial Adviser · Abbotsford, VIC
📚 Qualifications & Training
1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria College
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2010 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast (USC)
2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.