Jodie Marquardt

Journey Financial Group Pty Ltd

Silver
8 Yrs Experience
Kirwan, QLD 4817
A member of the financial planning community since 2006, my purpose and passion is to help people achieve their financial and lifestyle goals, and protect their families from financial uncertainty.  Initially I supported several financial advisers in a paraplanning/associate capacity while developing my technical knowledge through a combination of mentoring and formal study. This included a Bachelor of Financial Planning from which I graduated 'With Distinction'.  I enjoy meeting with clients from a wide variety of backgrounds, and constructing financial plans using a broad range of strategies to improve their, and their families', financial well-being.  I would love to assist you too.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Financial Planning
  • Language spoken
    • English

Journey Financial Group Pty Ltd

Suite 3, 77 Thuringowa Drive
Kirwan, QLD 4817

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Advice Evolution

AFSL 342880

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"Don 4812 I highly recomend Jodie as a Financial Adviser, and we are very happy with her services. We found her very easy to communicate with, and she guided us well with our retirement."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a single Mum of two special needs children. I had a professional career of my own before my children were born and I know how important it is for our future to properly look after my finances, but it was always impossible to find the time needed to even think about this. Jodie has looked holistically at my financial situation and has consistently given me down-to-earth, practical and compassionate advice about all of the options and potential outcomes. With Jodie as my financial adviser I have been able to make informed and proactive decisions about my family's short and long term financial future while I remain focused on my priority - taking care of my children."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jodie is friendly and professional in her approach. She takes the time to make sure I fully understand the strategies that we put in place and that I am comfortable that they are right for me. She is also conscious of her 'after sales care' and is easily contactable when I have more questions about how things are tracking."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jodie is extremely knowledgeable & professional in all dealings."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Financial Planning

Level
7 - Bachelor Degree
Institution
Central Queensland University (CQU)
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Jodie's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Jodie able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Jodie's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Jodie to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Jodie?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Jodie provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Jodie may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Jodie Marquardt
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens