Jodie Thompson
Financial Adviser
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About
Jodie Thompson is an ASIC-registered financial adviser based in Birtinya, QLD, dedicated to providing expert guidance in superannuation. With a strong foundation in accounting and finance, Jodie holds a Bachelor of Accounting from the University of South Australia, a Diploma of Financial Services (Financial Planning) from Tribeca, and an Advanced Diploma from Kaplan Professional. As a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ), Jodie brings a high level of professionalism and ethical standards to her practice. She is also accredited in Self-Managed Superannuation Funds by AAMC Training Group and stays current with ongoing education, including FPC002B Ethics and Professionalism in Financial Advice. Jodie specialises in providing advice on superannuation, helping clients navigate the complexities of retirement planning and wealth accumulation. Her comprehensive approach ensures that each client receives personalised strategies tailored to their unique circumstances. • Superannuation advice • Retirement planning • SMSF advice Ready to take control of your financial future? Contact Jodie today for a consultation and discover how she can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Jodie Thompson offer?
Jodie Thompson specialises in providing advice on superannuation. She can help you navigate retirement planning and superannuation investment strategies.
What qualifications does Jodie Thompson have?
Jodie is a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ). She also holds a Bachelor of Accounting, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning) and SMSF accreditation.
What is the process for working with Jodie Thompson?
The process typically begins with an initial consultation to understand your financial goals and current situation. Jodie will then develop a tailored strategy and work with you to implement it, providing ongoing support and advice along the way.
What can I expect when working with Jodie Thompson?
You can expect a professional and personalised service. Jodie is committed to providing clear, understandable advice and building long-term relationships with her clients.
Does Jodie Thompson provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Jodie is accredited in Self-Managed Superannuation Funds and can provide advice on all aspects of SMSF management.
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