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Jodie Garden
BCom CFP® SSA™
Financial Adviser
I'm passionate about partnering with clients over the long-term to provide a personalised investment strategy and financial planning advice to meet their unique goals.
Jodie has worked in financial services for more than 15 years, including most recently five and half years at Macquarie Private Wealth. Jodie has a Bachelor of Commerce (Economics and Financial Planning), is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a SMSF Specialist Adviser (SSA™)
Investment Style
Jodie takes into consideration each client's individual goals, preferences and risk appetite to personalise investment advice around a diversified portfolio which may include a combination of direct equities, listed investment companies, exchange traded funds, fixed interest and managed funds. Regular, proactive communication and review of investments and strategic advice is a cornerstone to quality ongoing client-adviser relationships and tracking of progress on achieving client's goals.
Services and Specialties
Stockbroking
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Investment Advice
Qualifications and Professional Affiliations
Bachelor of Commerce (Economics & Financial Planning)
CERTIFIED FINANCIAL PLANNER®
SMSF Specialist Advisor™ (SSA) Accreditation
Associations
Financial Advice Association of Australia (FAAA)
SMSF Association
Competencies
Direct International Equities Trading Adviser
Managed Investments
Securities
Margin Lending
ASIC Financial Advisers Register
Superannuation
Generic
Financial Planning
Tax (financial) Adviser
FASEA Financial Adviser Exam
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
