Jodie Meynell
Financial Adviser
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About
Jodie Meynell is an ASIC-registered financial adviser based in Mackay, Queensland, committed to providing tailored financial solutions to help clients achieve their financial goals. With over two decades of experience in the financial services industry, Jodie holds several qualifications, including a Certified Financial Planner (CFP) designation from Deakin University/FPA (2002), a Diploma of Financial Planning from Deakin University (2002), Margin Lending Accreditation, SMSF specialist adviser accreditation from the SMSF Association, Ethics and Professionalism certification from Kaplan, and a Graduate Diploma of Financial Planning from Kaplan Professional (2021). Jodie is also a proud member of the SMSF Association. Jodie is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This broad authorisation allows her to offer holistic financial planning services designed to meet each client's unique circumstances and objectives. Key services include: • Superannuation advice and retirement planning • Wealth management and investment strategies • Insurance solutions to protect you and your family • SMSF advice and management • Securities and government debt securities advice Ready to take control of your financial future? Contact Jodie Meynell today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Jodie Meynell provide?
Jodie Meynell specialises in superannuation advice, wealth management, insurance solutions, SMSF advice, and investment strategies. She is authorised to provide advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities.
What are Jodie Meynell's qualifications and experience?
Jodie is a Certified Financial Planner (CFP) with over 20 years of experience in the financial services industry. She holds a Diploma of Financial Planning, Margin Lending Accreditation, SMSF specialist adviser accreditation, Ethics and Professionalism certification, and a Graduate Diploma of Financial Planning.
What can I expect during the financial planning process with Jodie?
You can expect a personalised approach, starting with an initial consultation to understand your financial goals and circumstances. Jodie will then develop a tailored financial plan to help you achieve your objectives, followed by ongoing support and reviews to ensure your plan remains aligned with your needs.
Does Jodie Meynell specialise in SMSF advice?
Yes, Jodie is an SMSF specialist adviser accredited by the SMSF Association. She can provide expert advice on all aspects of self-managed super funds, including establishment, compliance, investment strategies, and retirement planning.
How can I get started with Jodie Meynell?
Simply contact Jodie to schedule an initial consultation. This is an opportunity to discuss your financial goals and learn more about how she can help you achieve them.
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