Jody Fleming
Financial Adviser
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About
Jody Fleming is an ASIC-registered financial adviser based in Wodonga, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Jody holds an Advanced Diploma of Financial Services (Financial Planning) from the International Institute of Technology Pty Ltd (IIT) and a Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited. Further enhancing her expertise, Jody has completed specialist training in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and is an Accredited Listed Product Adviser (ASX ALPA). This extensive training allows her to provide informed and strategic advice across a broad range of financial areas. As an authorised financial adviser, Jody can provide advice on superannuation, insurance, and wealth management. Her authorisations also extend to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. This comprehensive authorisation ensures that Jody can cater to a diverse range of client needs and financial objectives. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jody today to arrange 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 Jody Fleming provide?
Jody Fleming is authorised to provide advice on a range of financial products including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. She can help you with retirement planning, investment strategies, and protecting your assets.
What qualifications does Jody Fleming have?
Jody holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and has completed specialist training in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and is an Accredited Listed Product Adviser (ASX ALPA).
What is the process of working with Jody Fleming?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Jody will then develop a personalised financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
How can Jody Fleming help me with my superannuation?
Jody can provide advice on various aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing strategies to maximise your retirement savings. She also specialises in Self Managed Superannuation Funds (SMSFs).
What should I expect during my first meeting with Jody Fleming?
During your first meeting, Jody will take the time to understand your current financial situation, your short-term and long-term goals, and your risk tolerance. This information will help her develop a personalised financial plan that meets your specific needs.
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