JODIE LEE WHYKES

Financial Adviser · Sale, VIC

Registered

Registration Number

000242822

Registration Status

Registered

Location

Sale, VIC 3850

Providing Advice Since

2000

Registration Date

01/12/2003

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

📚 Qualifications & Training

1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2002 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association of Australia
2006 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.