Jodi Rose-Nealy

Over the past 23 years I have carved a niche for myself within the financial planning community with a reputation for professionalism and sound advice. Whilst undertaking tertiary studies towards a Bachelor of Science in 1997, I worked part time for a financial planner, initially as a personal assistant. It was at this time that I discovered my natural ability in the area of financial planning. I then undertook further studies and qualified with a Diploma of Financial Planning in 2003. To further enhance the areas of expertise that I offer clients, I also completed a Diploma in Mortgage Lending in 2005. Since joining Financial Aspects in 2003, I have specialised in superannuation and retirement planning, Centrelink advice, Estate Planning and Aged Care advice. I have also now completed the Certified Financial Planner qualification in 2011 which is the highest recognised financial planning qualification internationally and the FPA Aged Care Professional Accreditation. With my husband, Guy and children, Neyha & Decha, I enjoy the natural beauty of Australia with camping and 4WDing. We also enjoy taking long walks accompanied by our ever faithful dogs, Rama & Medusa. We have also travelled extensively through South East Asia, China and USA and are eager to extend these travels through India, Turkey and Morocco in the future.