"My background of 12 years in banking and finance before joining Morgans in 2001 allows me to take a holistic approach to financial planning for my clients."
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Personal Insurance
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Jodie will help clients ensure they maintain an effective investment strategy suited to their individual needs by establishing a comprehensive financial plan and conducting regular reviews of their portfolios.
She specialises in developing individually tailored investment strategies particularly in the area of retirement and pre-retirement planning.
Industry Education & Experience
Qualifications
- Certified Financial Planner, Deakin University/ FPA, 2002
- Diploma of Financial Planning, Deakin University, 2002
- SMSF Specialist Adviser™, SMSF Association (SSA) , 2013
- Ethics and Professionalism in Financial Advice, Kaplan, 2019
Professional Associations
- SMSF Professionals' Association of Australia
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Astute Investment Advice Pty Ltd, I may be entitled to a share of profits. As a Partner of Astute Investment Advice Pty Ltd, I will be entitled to a share of profits.