JUDY BOHLSEN
Financial Adviser Ā· Turramurra, NSW
š Qualifications & Training
2000 - Master of Commerce (Finance) - - University of New South Wales - UNSW
2000 - Master of Commerce (Finance) - Masters Degree (AQF 9) - University of New South Wales - UNSW
2003 - Master of Taxation Law - - University of Technology, Sydney - UTS
2003 - Master of Taxation Law - Masters Degree (AQF 9) - University of Technology, Sydney - UTS
2012 - Certificate of Attainment Self Managed Super Funds - - Kaplan
2012 - Diploma of Financial Services (Financial Planning) - - Kaplan
2013 - Diploma of Finance and Mortgage Broking Management - - The National Finance Institute
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
CPA Australia (CPA)
Finance Brokers Association of Australia Limited
The Tax Institute
ā¹ļø 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.