Judith Mostaard

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

Judith Mostaard's previous roles have included

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.