JUDY MAREE DOLAN
Financial Adviser · Upper Mount Gravatt, QLD
📚 Qualifications & Training
1990 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Queensland
2000 - Financial Planning Principles and Practice - Diploma (AQF 5) - Securities Institute
2002 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 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.