About
About
Since entering the financial advice industry in 2007, Jodie has dedicated her career to helping clients make confident, informed decisions about their financial future. With nearly two decades of experience, she works with a diverse range of clients — from those just starting out to mums and dads building wealth, and retirees seeking financial security and peace of mind.
Jodie is passionate about providing truly objective advice that puts her clients’ interests first.She offers comprehensive strategies across all areas of financial planning, including superannuation, investments, personal insurance, and retirement planning. Jodie is also highly experienced in structuring Centrelink Age Pension strategies to help clients make the most of their entitlements.
Holding both the Certified Financial Planner® (CFP®) designation and a Master of Financial Planning (MFinPlan), Jodie combines technical expertise with a genuine commitment to ethical, client-focused advice. Her goal is to simplify the complex, empower clients with knowledge, and build lasting relationships based on trust, transparency, and care.
