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

Jody Louise Fleming

22 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000266783

Jody Louise Fleming is a financial adviser based in Wodonga, Victoria, with 22 years of experience in the financial services industry. Jody is currently authorised under Charter Financial Planning Limited. Jody 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 Advanced Diploma of Financial Services (Financial Planning) from International Institute of Technology Pty Ltd (IIT).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2018
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Apr 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
May 2014 - Apr 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
QUADRANT SECURITIES PTY LTD
Dec 2009 - May 2014 Ceased

Source: ASIC Financial Advisers Register