Jodie Meynell
DipFP CFP®
Partner / Financial Planner
My background of 12 years in banking and finance before joining Morgans in 2001 allows me to take a holistic approach to financial planning for my clients.
Investment Style
Jodie will help clients ensure they maintain an effective investment strategy suited to their individual needs by establishing a comprehensive financial plan and conducting regular reviews of their portfolios. She specialises in developing individually tailored investment strategies particularly in the area of retirement and pre-retirement planning.
Services and Specialties
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Personal Insurance
Stockbroking
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Graduate Diploma of Financial Planning
Ethics and Professionalism in Financial Advice
Certified Financial Planner
SMSF Specialist Adviser™
Associations
SMSF Professionals' Association of Australia
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am a partner of Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me by way of percentage of fees. As a shareholder of Astute Investment Advice Pty Ltd, I may be entitled to a share of profits. As a Partner of Astute Investment Advice Pty Ltd, I will be entitled to a share of profits.
