Financial Adviser
· ADELAIDE, SA
Jodie Garden
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001232903
Jodie Garden is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry. Jodie is currently authorised under Morgans Financial Limited. Jodie holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a CERTIFIED FINANCIAL PLANNER from FPA. Jodie is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2011
Bachelor of Commerce (Economics & Financial Planning)
Curtin University
2011
Diploma of Financial Services (Finance/Mortgage Broking Management)
AAMC Training Group
2015
CERTIFIED FINANCIAL PLANNER
FPA
2018
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register