Financial Adviser
· MACKAY, QLD
Jodie Michelle Meynell
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259257
Jodie Michelle Meynell is a financial adviser based in Mackay, Queensland, with 29 years of experience in the financial services industry. Jodie is currently authorised under Morgans Financial Limited. 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 Certified Financial Planner (CFP) from - Deakin University/ FPA. Jodie is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Certified Financial Planner (CFP)
- Deakin University/ FPA
2002
Diploma of Financial Planning
Deakin University
2010
Margin Lending Accreditation Program
Deakin Prime/SDIA
2013
SMSF specialist adviser
SMSF Association (SSA)
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Professional