Jodi Rose-Nealy
Financial Adviser
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About
Jodi Rose-Nealy is an ASIC-registered financial adviser based in Geelong West, Victoria, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Science from Monash University and extensive financial planning qualifications including a Diploma of Financial Planning, a Diploma of Mortgage Lending, and certification as a Certified Financial Planner (CFP), Jodi brings a wealth of knowledge and experience to every client interaction. Jodi is committed to ongoing professional development, ensuring she remains at the forefront of industry best practices. She is also a proud member of the Financial Advice Association of Australia (FAAA). As an authorized financial adviser, Jodi provides expert guidance on a comprehensive range of financial products. Her areas of expertise include superannuation advice, insurance solutions, and retirement planning strategies. Jodi is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice to help you grow and protect your retirement savings • Comprehensive insurance solutions tailored to your individual needs • Strategic retirement planning to ensure a comfortable future • Investment advice to maximise your wealth If you're seeking personalized financial advice from a trusted and experienced professional, contact Jodi Rose-Nealy today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Jodi Rose-Nealy offer?
Jodi Rose-Nealy provides advice on superannuation, insurance, and retirement planning. She is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities.
What are Jodi Rose-Nealy's qualifications?
Jodi holds a Bachelor of Science from Monash University, a Diploma of Financial Planning, a Diploma of Mortgage Lending and is a Certified Financial Planner. She has also completed further studies in Ethics and Professionalism, and Client Engagement Skills.
What can I expect during my first consultation with Jodi?
During your initial consultation, Jodi will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then provide you with a clear explanation of how she can help you achieve your objectives and outline the next steps.
How does Jodi Rose-Nealy stay up-to-date with the latest financial regulations?
Jodi is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest changes in financial regulations and best practices. She has recently completed studies in Economic and Legal Context for Financial Planning.
Is Jodi Rose-Nealy a member of any professional organizations?
Yes, Jodi is a member of the Financial Advice Association of Australia (FAAA).
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