Jodi Anne Brady
Financial Adviser in East Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269158
- Location
- East Melbourne VIC 3002
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 2 September 2019
- First provided advice
- 2018
- Qualifications
- Bachelor of Business in Applied Economics, Victoria University (2009); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jodi Anne Brady
Jodi Anne Brady is listed on ASIC’s Financial Advisers Register as a current financial adviser based in East Melbourne, Victoria (adviser number 001269158).
Jodi provides advice as an authorised representative of Oreana Financial Services Pty Ltd, which holds Australian financial services licence 482234. That authorisation dates from 2 September 2019.
According to the register, Jodi first provided financial advice in 2018. Qualifications and training on file include Bachelor of Business in Applied Economics (Victoria University, 2009), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2017) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jodi Anne Brady a registered financial adviser?
Yes. Jodi Anne Brady is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269158.
Which licensee does Jodi Anne Brady work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Jodi Anne Brady give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.