Judy Schmidt

Arrow Private Wealth

Platinum
20 Yrs Experience
Ivanhoe East, VIC 3079
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

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

Fee for service

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Arrow Private Wealth

216 Lower Heidelberg Rd
Ivanhoe East, VIC 3079

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Paragem Pty Ltd

AFSL 297276

4.95
11 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I began my journey with Arrow Wealth 6 years ago and have experienced knowledge, reassurance, honesty and compassion."

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

"I have known Judy for over 4 years now and in that time she has helped me to totally transform how I manage and invest. This has resulted in me being closer to being able to make significant life decisions that I had previously been unwilling to make due to financial constraints. Judy listens to my needs and concerns and gives sound advice, I never feel pushed into anything I don't want or feel is right for me."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was referred to Judy to help plan the next phase of life into retirement and setting up a secure future. She has put scenarios in place giving us multiple choices for consideration. She is very professional and works perfectly to help fulfil what’s possible within my aspiration. I feel very comfortable with Judy and would highly recommend her for financial planning."

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

"Judy's sound depth of knowledge and keen ability to understand our financial goals has ensured we are set us up for success across both our business and personal financial management. Judy takes the time to revisit our goals and needs regularly, making certain our matters are up to date with the latest advice including any changes we need to stay abreast of. The confidence this affords us is priceless."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Judy's advice, support and understanding has been invaluable as I head along a new career path. Apart from her practical expertise, her confidence in me as a person has been unbelievable. A can't thank Judy enough for everything she's done. And she laughs at my jokes. How lucky I am."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Judy's expertise and professionalism is second to none. I have been a client of hers for many, many years and the care and attention she puts into me and my family's financial well-being is something I value highly. To know she is there looking out for me brings great peace of mind."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2010

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Victoria College
Completed
1990

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2001

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Judy's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Judy able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Judy's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Judy to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Judy?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Judy provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Judy may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Judy Schmidt
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens