Principal
Current
Power Financial Planning Pty Ltd
Aug 2020 - Present
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Judy D. Email & Phone Number
Principal at Power Financial Planning Pty Ltd
at
Power Financial Planning Pty Ltd
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✓ Verified Jun 2026
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Profile completeness 86%
Current company
Power Financial Planning Pty Ltd
Role
Principal at Power Financial Planning Pty Ltd
Location
Upper Mount Gravatt, Queensland, Australia
Who is Judy D.? Overview
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Quick answer
Judy D. is listed as Principal at Power Financial Planning Pty Ltd at Power Financial Planning Pty Ltd, based in Upper Mount Gravatt, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Judy D..
Judy D. previously worked as Principal at Power Financial Planning Pty Ltd and Principal at Nab Financial Planning Upper Mount Gravatt Pty Ltd. Judy D. holds Diploma In Financial Planning, Financial Planning And Services from Deakin University.
Profile bio
About Judy D.
I am of a strong believer that too many people leave their financial future to chance and as a result of this I am passionate about helping my clients achieve their financial goals by providing them with clear, straightforward and professional advice, and demystifying the planning process allowing them to take control of their financial future. Recently I have moved to self employment with the Nab Financial Planning and with my 24 years with Nab prior to this, 14 of which have been with Nab Financial Planning (NAFP), I have helped and want to continue to help clients do just that. I am well regarded by my peers at NAFP and for many years I was one their top planners not only in Queensland, but also nationally. My years of experience as a banker have provided me with an unique insight and understanding beyond that of an everyday financial planner. I have a strong customer focus and always endeavour to provide a professional level of support to my clients to assist them in achieving their financial goals. I am a CFP Professional® with the Financial Planning Association (FPA) and a Senior Associate with FINSIA.
Current workplace
Judy D.'s current company
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Power Financial Planning Pty Ltd
7 roles
Judy D. work experience
A career timeline built from the work history available for this profile.
Principal
Nab Financial Planning Upper Mount Gravatt Pty Ltd
- Running My Own Financial Planning Business- Prepare Written Financial Plans- Provide Holistic Financial Planning Advice- Review of Existing Clients Recommendations- Presentation of Seminars to Existing & New Clients- Proactive Contact of New Prospective Clients
Feb 2015 - Aug 2020
Senior Financial Planner
- Prepare Written Financial Plans- Provide Holistic Financial Planning Advice- Review of Existing Clients Recommendations- Presentation of Seminars to Existing & New Clients- Proactive Contact of New Prospective Clients- Mentoring of Financial Planners in my team- Sale of Approved Products
Jun 2010 - Feb 2015
Financial Planner
Oct 2000 - Jun 2010
Human Resource Adviser
Sep 1998 - Sep 2000
Branch Manager
Mar 1997 - Sep 1998
Banker, Various Roles
Since joining the Nab as a graduate in 1991 after completing my Bachelor of Commerce degree at Queensland University, I progressed through the ranks of retail banking, including roles of Graduate Trainee, Lending Officer, Customer Service Supervisor and Consumer Business Officer in both the Brisbane area as well regional Queensland, including Toowoomba.
Jan 1991 - Mar 1997
3 education records
Judy D. education
Diploma In Financial Planning, Financial Planning And Services
Deakin University
Bachelor Of Commerce (B.Com.), Accounting
Grade 8 - 12
Star Of The Sea College, Southport
FAQ
Frequently asked questions about Judy D.
Quick answers generated from the profile data available on this page.
What company does Judy D. work for?
Judy D. works for Power Financial Planning Pty Ltd.
What is Judy D.'s role at Power Financial Planning Pty Ltd?
Judy D. is listed as Principal at Power Financial Planning Pty Ltd at Power Financial Planning Pty Ltd.
Where is Judy D. based?
Judy D. is based in Upper Mount Gravatt, Queensland, Australia while working with Power Financial Planning Pty Ltd.
What companies has Judy D. worked for?
Judy D. has worked for Power Financial Planning Pty Ltd, Nab Financial Planning Upper Mount Gravatt Pty Ltd, and National Australia Bank.
How can I contact Judy D.?
You can use AeroLeads to view verified contact signals for Judy D. at Power Financial Planning Pty Ltd, including work email, phone, and LinkedIn data when available.
What schools did Judy D. attend?
Judy D. holds Diploma In Financial Planning, Financial Planning And Services from Deakin University.
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