Financial Adviser
· BIRTINYA, QLD
Jodie Ellen Maguire
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249049
Jodie Ellen Maguire is a financial adviser based in Birtinya, Queensland, with 10 years of experience in the financial services industry. Jodie is currently authorised under Alliance Wealth Pty Ltd. Jodie 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 Bachelor of Business (Accounting) from Victoria College. Jodie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business (Accounting)
Victoria College
1994
CPA Programme
CPA Australia
2015
Diploma of Financial Planning
Kaplan Professional
2016
Margin Lending Course
AAMC Training Group
2021
Self Management Superannuation Funds Course
Mentor Education
2024
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2025
Client Engagement Skills Course (FPC007B)
Behavioural Finance - Kaplan Higher Education