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.
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.
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.
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.
Jodie is extremely knowledgeable & professional in all dealings.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2014
- Years of experience 9
- Bachelor of Financial Planning
Brighter SuperLevel 20, 333 Ann Street
Brisbane, QLD 4000
- 9:00am – 5:00pm Monday – Friday
Industry Fund Services Ltd