Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Jodi Renae Mcpherson

17 Years experience
Tax advice
authorised
Currently at
Aia Financial Services Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000293652

Jodi Renae Mcpherson is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Jodi is currently authorised under Aia Financial Services Pty Limited. 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 Graduate Diploma of Financial Planning from Kaplan Professional. Jodi 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

Restrictions: Not authorised to provide advice in SMSF's.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Aia Financial Services Pty Limited
Dec 2021 - Present Current
Not authorised to provide advice in SMSF's.
Commonwealth Financial Planning Limited
Aug 2015 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Commonwealth Financial Planning Limited
Aug 2010 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register