Financial Adviser
· BIRTINYA, QLD
Jodie Thompson
No disciplinary history on record with ASIC
BIRTINYA,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277884
About Jodie Thompson
Jodie Thompson is a financial adviser based in Birtinya, Queensland, with 10 years of experience in the financial services industry since 2016. Jodie is currently authorised under M Group Financial Planning. Jodie holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Jodie's qualifications include a Bachelor of Accounting from University of South Australia. Jodie is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2004
Diploma of Financial Services (Financial Planning)
Tribeca
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Bachelor of Accounting
University of South Australia
2016
Self-Managed Superannuation Funds
AAMC Training Group
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register