Financial Adviser
· TURRAMURRA, NSW
Judy Bohlsen
No disciplinary history on record with ASIC
13
Years experience
ASIC Registered · ADV 000439914
Judy Bohlsen is a financial adviser based in Turramurra, New South Wales, with 13 years of experience in the financial services industry. Judy is currently authorised under Climb Wealth Pty Ltd. Judy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Master of Commerce (Finance) from University of New South Wales - UNSW. Judy is a member of CPA Australia (CPA), Finance Brokers Association of Australia Limited and The Tax Institute.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2000
Master of Commerce (Finance)
University of New South Wales - UNSW
2003
Master of Taxation Law
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
Behavioural Finance - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
SPECTRUM WEALTH ADVISERS PTY LTD
Managed Investments schemes, including IDPS - Restricted to: Accountable Invest & Aura Managed Portfolios; Superannuation - all - Restricted to Accountable Super & Aura Managed Portfolios
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register