Judy Schmidt

Arrow Private Wealth

5.00
11 Reviews
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 5.00
  • 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

Arrow Financial Group Pty Ltd

AFSL 536745