Judy Ann Schmidt – Financial Adviser
Adviser identifying number: 247538
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 000232705
Authorised Representative’s ABN: 77003323055
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business – Victoria College
- Certificate IV in Finance and Mortgage Broking (Qualification) – Kaplan Professional
- Diploma of Financial Planning – Financial Planning Association (FPA)
- Master of Financial Planning – University of the Sunshine Coast (USC)
Relevant memberships of professional bodies or industry associations:
- CFP – Certified Financial Planner (FPA)
- Financial Planning Association of Australia (FPA)
Judy Ann Schmidt is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility