Judy Mostaard

alt
DipFP CFP® SMSF Specialist™

Authorised Representative: 000437047

Senior Financial Planner

"Most people earn a living, but not many design a life. My aim is to help you make your dreams a reality and achieve greater financial freedom and security."

Judy is a CERTIFIED FINANCIAL PLANNER® and has been working in the financial services industry in Darwin since moving to the Northern Territory in 1997. Judy joined Morgans in April 2013, has a strong customer focus and believes that appropriate financial planning advice can add to a client's situation.

Services and specialities

  • Fixed Interest and Cash Management
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice
  • Wealth Management

Investment Style

Judy's focus is on providing comprehensive, personalised advice to a wide range of clients in areas including wealth creation, wealth protection, debt management, superannuation, retirement and estate planning. As a specialist member of the Superannuation Professionals Association of Australia, Judy has a special interest in advising Trustees/Members of Self-Managed Super Funds.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Deakin University, 2002
  • CERTIFIED FINANCIAL PLANNER®, FPA of Australia, 2004
  • SMSF Specialist Adviser™, SMSF Association of Australia, 2011
  • Registered Tax Agent, Tax Practitioners Board, 2013
  • TASA and the TPB Code of Professional Conduct, Kaplan, 2016
  • Certificate in Financial Planning, Deakin University, 2004
Professional Associations
  • SMSF Professionals' Association of Australia
  • Registered Tax Agent
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Securities
  • Superannuation
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.