Judy Mostaard

Morgans Financial Ltd

Silver
21 Yrs Experience
Darwin City, NT 0800
Most people earn a living but not many design a life. My aim is to help my client make their dreams a reality and achieve greater financial freedom and security. I am a Certified Financial Planner and have been working in the Financial Services industry in Darwin since moving to the Northern Territory in 1997. I joined Morgans in April 2013 and have a strong customer focus, believing in the value that appropriate financial planning advice can add to a client's situation. My focus is on providing personalised advice in areas including wealth creation, wealth protection, debt management, superannuation, retirement, aged care and estate planning. As a specialist member of the SMSFA (Self-Managed Superannuation Fund Association), I have a special interest in advising Trustees/Members of Self-Managed Super Funds and superannuation and retirement planning in general.

Expertise

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

My fees

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

We offer a complimentary first appointment to allow us the opportunity to get a good understanding of your personal situation, needs and objectives and for us to provide options on how we may be able to help you achieve these. If we are able to help, we are generally able to provide an indication of what the advice will cost. Whilst our minimum fee may be $1,100 for single strategy advice such as risk insurance or setup of an initial investment, our fees would typically range between $2,750 for simple strategies such as super reviews, investment strategy, rollovers, risk insurance, etc our fees ranging up to $5,500 for more comprehensive and/or complex advice including retirement planning (e.g super and/ or pension reviews, annuities, forecasting, estate planning, Centrelink, etc), more complex investment advice such as Trusts including Self-Managed Funds, etc.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Morgans Financial Ltd

Level 2, 36 Mitchell St
Darwin City, NT 0800

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410

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"Very happy with Judy Mostaard"

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  • Customer care
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Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2002

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Member

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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