JODIE MICHELLE MEYNELL
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
2002 - Certified Financial Planner (CFP) - FPA - - Deakin University/ FPA
2002 - Diploma of Financial Planning - - Deakin University
2010 - Margin Lending Accreditation Program - Other - Deakin Prime/SDIA
2013 - SMSF specialist adviser - - SMSF Association (SSA)
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
š¢ Professional Memberships
SMSF Association
ā¹ļø 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.