Jodie Smith Financial Planner Report

Name:
Jodie Smith

Rep Number:
000441109

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-02-03 onwards

Location:
Bunyip, South Eastern Victoria, VIC, 3815

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
The Trustee For Smith Family Discretionary Trust & The Trustee For The Keily Family Discretionary Trust

Licence Number:
001251644

ABN:
99 197 786 377

May advise on following product areas:
Superannuation

Qualifications
The University of Adelaide
Cavendish & ICFS Specialist SMSF Course
GippsTAFE
Diploma of Accounting
Investment Banking Institute Australia
Diploma of Financial Services (Financial Planning)
Self Managed Super Fund Association
SMSF Specialist Advisor

Memberships
Tax Agent