Personal Insurance
Wealth Management
Fixed Interest and Cash Management
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
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.
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.
Services and Specialties
Personal Insurance
Wealth Management
Fixed Interest and Cash Management
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
SMSF Specialist Adviser™
Certificate in Financial Planning
Diploma of Financial Planning
Ethics and Professional Relationships
Associations
SMSF Professionals' Association of Australia
Tax Agent - Tax (financial) Advice Services (TPB)
Financial Advice Association of Australia (FAAA)
Competencies
Generic
Securities
Superannuation
Financial Planning
Life Insurance
Managed Investments
I am employed by NT Capital Pty Ltd which operates the business of Morgans Financial Limited - Darwin. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
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