Financial Adviser
· EAST MELBOURNE, VIC
Jodi Anne Brady
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269158
Jodi Anne Brady is a financial adviser based in East Melbourne, Victoria, with 8 years of experience in the financial services industry. Jodi is currently authorised under Oreana Financial Services Pty Ltd. Jodi 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 in Applied Economics from Victoria University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business in Applied Economics
Victoria University
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interest in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products and Superannuation.
Source: ASIC Financial Advisers Register