Jodie Cowburn
MFP GDFP BBus DipFinPlan
Manager Technical Services & Specialist Aged Care Adviser
I take a holistic approach to structuring advice for clients to ensure they are in the best position to achieve their goals and objectives over the long term.
Jodie has worked in the Financial Services Industry since 1998 and has built up a high level of knowledge and experience around the structure and provision of financial advice.
Investment Style
Jodie specialises in Aged Care, superannuation, retirement planning, self-managed superannuation funds and investment strategy planning.
Services and Specialties
Financial Planning
Retirement and Estate Planning
Aged Care
Superannuation Advice
Self-Managed Super Funds
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Master of Financial Planning
Accredited Aged Care Professional™
Graduate Certificate of Business
Graduate Diploma of Financial Planning
Bachelor of Business
Certificate IV in Compliance Management
Certificate IV in Training & Assessment
Margin Lending and Geared Investments
Associations
No items found.
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
