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- Financial Advisers Australia (FAA)
- Judy Bohlsen
Judy Bohlsen
- Name
- Judy Bohlsen
- ID
- 439914
- ABN
- –
- First Provided Advice
- 2013
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2000 - Master of Commerce (Finance) - - University of New South Wales - UNSW
- 2000 - Master of Commerce (Finance) - Masters Degree (AQF 9) - University of New South Wales - UNSW
- 2003 - Master of Taxation Law - - University of Technology, Sydney - UTS
- 2003 - Master of Taxation Law - Masters Degree (AQF 9) - University of Technology, Sydney - UTS
- 2012 - Certificate of Attainment Self Managed Super Funds - - Kaplan
- 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan
- 2013 - Diploma of Finance and Mortgage Broking Management - - The National Finance Institute
- 2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
- 2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CPA Australia (CPA)
- Finance Brokers Association of Australia Limited
- The Tax Institute
Licencee
- Status
- Current
- Licence Holder
- Climb Wealth Pty ltd (#409424)
- Commenced
- Jan. 27, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Climb Wealth Pty Ltd (#409424)
- Commenced
- Dec. 1, 2017
- Ceased
- June 4, 2018
- Status
- Ceased
- Licence Holder
- Consilium Advice Pty Ltd (#424974)
- Commenced
- May 3, 2019
- Ceased
- Jan. 24, 2020
- Status
- Ceased
- Licence Holder
- Millennium 3 Financial Services Pty Ltd (#244252)
- Commenced
- May 31, 2013
- Ceased
- Nov. 30, 2017
- Status
- Ceased
- Licence Holder
- Spectrum Wealth Advisers Pty Ltd (#334400)
- Commenced
- June 5, 2018
- Ceased
- May 2, 2019