Jodie Garden
Senior Financial Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
