Jodie Garden
BCom CFP® SSA™
Senior Financial Adviser
I'm passionate about partnering with clients over the long-term to provide a personalised investment strategy and financial planning advice to meet their unique goals.
Jodie has worked in financial services for more than 15 years, including most recently five and half years at Macquarie Private Wealth. Jodie has a Bachelor of Commerce (Economics and Financial Planning), is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a SMSF Specialist Adviser (SSA™)
Investment Style
Jodie takes into consideration each client's individual goals, preferences and risk appetite to personalise investment advice around a diversified portfolio which may include a combination of direct equities, listed investment companies, exchange traded funds, fixed interest and managed funds. Regular, proactive communication and review of investments and strategic advice is a cornerstone to quality ongoing client-adviser relationships and tracking of progress on achieving client's goals.
Services and Specialties
Stockbroking
Financial Planning
Self-Managed Super Funds
Superannuation Advice
Retirement and Estate Planning
Investment Advice
Qualifications and Professional Affiliations
Bachelor of Commerce (Economics & Financial Planning)
SMSF Specialist Advisor™ (SSA) Accreditation
Associations
Financial Advice Association of Australia (FAAA)
SMSF Association
Competencies
Managed Investments
Securities
Margin Lending
Superannuation
Generic
Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me as your adviser by way of a percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
Unless otherwise stated, any advice herein is general in nature and does not consider your needs, objectives and circumstances and you should consider if it is appropriate for you.
