Financial Adviser
· SALE, VIC
Jodie Lee Whykes
No disciplinary history on record with ASIC
SALE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242822
About Jodie Lee Whykes
Jodie Lee Whykes is a financial adviser based in Sale, Victoria, with 26 years of experience in the financial services industry since 2000. Jodie is currently authorised under Consultum Financial Advisers. Jodie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jodie's qualifications include a CFP Certification Program from Financial Planning Association of Australia. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
Deakin University
2002
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association of Australia
2006
CFP Certification Program
Financial Planning Association of Australia