Financial Adviser · NEWCASTLE, NSW

Jody-marie Doherty

3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001298755

Jody-marie Doherty is a financial adviser based in Newcastle, New South Wales, with 3 years of experience in the financial services industry. Jody-marie is currently authorised under Aware Financial Services Australia Limited. Jody-marie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Commerce in Finance from The University of New South Wales.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Psychology
University of Newcastle
2018
Master of Commerce in Finance
The University of New South Wales
2020
LAW545 Taxation Strategies
Charles Sturt University
2021
Graduate Diploma of Financial Planning
Charles Sturt University
2021
LAW504 Business and Corporations Law
Charles Sturt University

Registration History

Nov 2024 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Sep 2023 - Apr 2024 Ceased
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Mar 2023 - Mar 2023 Ceased
Sep 2022 - Feb 2023 Ceased

Source: ASIC Financial Advisers Register