Judy Dolan

Power Financial Planning Pty Ltd

Platinum
22 Yrs Experience
Upper Mount Gravatt, QLD 4122
At Power Financial Planning, we actively work with our clients to help them achieve their financial goals. We strongly believe that too many people leave their financial future to chance and as a result of this we are passionate about helping our clients achieve financial success by providing them with clear, straightforward and professional advice and demystifying the planning process, allowing them to take control of their financial future. Our clients are the centre of everything that we do. We find out what motivates them, what they like to do, and what they want to achieve. We look at different strategies or solutions that will help them meet their needs. Every client is different. They all have different goals that they want to achieve. We provide holistic financial planning to help them achieve these goals. In my 20 plus years as a financial planner and with more than half of those in the local Mount Gravatt community, I have had the privilege of helping over a thousand people achieve their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 149
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Power Financial Planning Pty Ltd

Suite 3, Ground Floor, Tower C, Garden Square, 643 Kessels Rd
Upper Mount Gravatt, QLD 4122

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
149 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 149

Sort by

5.00

"Judy has always managed to answer all my questions in a friendly, professional way. I feel confident that the advice that she has given was right for my needs."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been clients of Judy for almost 14 years and we have always found her to be friendly, and willing to get the best outcome for us. Even though our knowledge of the financial markets and investing is very limited, Judy never makes us feel uncomfortable. She always explains her advice to us in terms that we can understand. She is a person that we feel we can totally trust when it comes to handling our finances."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Judy has given us advice in relation to planning for retirement & has been of great assistance in advising what we needed to do to enable this to be a smooth transition. I would highly recommend Judy to anyone looking for a Financial Adviser."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely happy with Judy's recommendations for my particular financial situation. She came highly recommended to me by a close friend. I feel very confident that the advice given was right for my needs, with absolute care and attention. Thanks so much Judy!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Judy has been our Financial Advisor for over 8yrs. Her vast knowledge & experience in all aspects of financial planning has enabled us to set & reach our financial goals as we near our transition to Retirement. We are always confident & fully trust Judy's advice which has allowed us to maximise our income & achieve wealth creation. Judy leaves no stone unturned & explains everything in a manner that we can understand. She is always easy to contact & replies to any questions or concerns very promptly. Judy is friendly, approachable & extremely professional. We have full confidence in Judy's advice & ongoing service to guide & assist us into our initial Retirement & beyond."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Judy has given me advice for my needs, including advice on Centrelink when I may be able to receive part government pension, superannuation and tax advice. I feel very confident through Judy’s knowledge that the advice given was right. I always receive Judy’s full care and attention often over and above what is required."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Judy has given me advice in areas including loan products, self managed super funds and managing debt. Judy was usually able to explain things to me in a clear way. Through Judy's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Judy's full care and attention when I needed it.' A & J Pidgeon"

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Judy has given me advice in areas of consolidation of superannuation accounts, the best superannuation products to fit my needs, according to my risk scoring and finally retirement and pension. Judy was able to explain things to me in a clear manner. She took her time to answer any questions I asked to give me the understanding I required to make my decision. I have confidence in her knowledge and experience."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Judy was recommend to me by a work colleague. Judy has given me advice in areas including investing, superannuation, retirement planning, and future planning into saving for another property. Although I started with a small amount to invest with, with Judy’s help I have grown my small investment into a nice little nest egg. Through Judy's knowledge and experience, I feel very confident that the advice given was right for my needs. Judy always provides up to date information through her newsletters and evident by constantly letting me know the best ‘deals’ for insurance ensuring I’m am correctly covered. I always receive Judy's full care and attention when I need and ask for it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I agree with the above statement on the performance of Power Financial Services. I am a long time client so completely trust her direction for both my husband and I in our recent retirement. Preparation for this commenced 10 years ago and am satisfied with the outcome we find ourselves today."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 149

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1990

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Financial Planning Principles and Practice

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2021

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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