Jodie Cowburn
Financial Adviser
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About
Jodie Cowburn is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from Griffith University (1994) and a Master of Financial Planning from Kaplan (2020), along with numerous industry qualifications including an Accredited Aged Care Professional certification from Aged Care Steps (2021), Jodie brings a wealth of knowledge and experience to her clients. As a member of the Financial Advice Association of Australia (FAAA), Jodie adheres to the highest ethical and professional standards. She is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows her to create holistic financial plans tailored to each client's unique circumstances and aspirations. Jodie can assist you with: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family from unexpected events. • Comprehensive wealth management strategies to build and preserve your assets. • Aged Care advice. Whether you are planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Jodie is here to help. Contact Jodie today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Jodie Cowburn offer?
Jodie Cowburn provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. She can help you with retirement planning, wealth creation, and protecting your assets.
What qualifications does Jodie Cowburn have?
Jodie holds a Bachelor of Business, a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, a Master of Financial Planning, and is an Accredited Aged Care Professional. She continually updates her knowledge to provide the best possible advice.
What is the process for becoming a client of Jodie Cowburn?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Jodie will then develop a tailored financial plan based on your needs and preferences. Regular reviews and adjustments are made to ensure your plan remains aligned with your changing circumstances.
What can I expect from working with Jodie Cowburn?
You can expect personalised and professional advice, clear communication, and a commitment to helping you achieve your financial goals. Jodie will work closely with you to understand your needs and provide ongoing support and guidance.
Is Jodie Cowburn a member of any professional associations?
Yes, Jodie is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding high ethical and professional standards in the financial advice industry.
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