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About Me

Judy Mostaard, Senior Financial Planner for Morgans Financial Ltd is a Certified Financial Planner®, an SMSF Specialist Adviser™ and member of the FAAA. Judy has worked within the financial services industry 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. Judy's experience has been broad and varied and includes a number of different roles in administration, insurance as well as financial planning. Judy has the knowledge and experience to assist clients in planning for their financial security and independence with a focus on wealth accumulation, debt management, personal insurance, retirement planning including advice in the Self Managed Super Fund arena and estate planning.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 23 Years
  • Licensed By
    Licensed By Morgans Financial Limited
CERTIFIED FINANCIAL PLANNER®