As a Director of Arrow Private Wealth, I am committed to providing the highest standard of client care and financial expertise to our clients. The most satisfying thing about what I do as a Private Client Adviser, is working alongside my clients as they reach the financial goals they thought they couldn’t, leading to excellent and outstanding results. I am particularly passionate about making a difference to the financial lives of individuals, families and business owners and have experienced that at the heart of everyone is their loved ones and how this drives people to look after their family. I enjoy seeing my clients learn and grow –being a part of this process with them and achieving all that we set out to do together.
Fee for service
Judy is a very bubbly person and has a very in depth knowledge of her business and what makes people money. I have been utilising Judy and her partners for over ten years now and feel that my hard earned investments are extremely well looked after and I can only recommend Judy highly in this field.
I first made contact with Judy for financial advice when I retired from my profession twelve years ago. Her recommendations have proven to be most satisfactory and well explained. I can not fault the level of professionalism and the personal attention Judy offers. She is an integral part of my retirement plan. I have full confidence in her advice.
Judy has been managing my Super for some time now. I could not be happier, her advice, professionalism, attention to detail is second to none. She has taken the stress of out of my retirement planning and given me peace of mind.
My wife and I are enjoying our retirement thanks to Judy's fantastic advice and guidance. A true professional who also has that personal touch that we appreciate and value.
I began my journey with Arrow Wealth 6 years ago and have experienced knowledge, reassurance, honesty and compassion.
- Adviser status Platinum
- Number of reviews 11
- First year providing advice 2002
- Years of experience 20
- Master of Financial Planning
Arrow Private Wealth216 Lower Heidelberg Rd
Ivanhoe East, VIC 3079
- 8:00am – 5:00pm Monday – Friday
Arrow Financial Group Pty Ltd