Jodi Deborah Escudier
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235164
- Location
- Perth WA 6000
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 18 March 2024
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Planning, Integrity Education Group (2013); Advanced Diploma of Financial Planning, Integrity Education Group (2015); Graduate Diploma of Financial Planning, Kaplan (2023); SMSF REgulations & Taxation, Kaplan Professional (2023)
- 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, standard margin lending
- Restriction
- Excluding LRBA's.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jodi Deborah Escudier
Jodi Deborah Escudier is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001235164.
Jodi provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. That authorisation dates from 18 March 2024.
The register records 2013 as the year Jodi first provided financial advice. The qualifications listed for Jodi include Diploma of Financial Planning (Integrity Education Group, 2013), Advanced Diploma of Financial Planning (Integrity Education Group, 2015) and Graduate Diploma of Financial Planning (Kaplan, 2023).
Jodi is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excluding LRBA’s.”
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Questions people ask
Is Jodi Deborah Escudier a registered financial adviser?
Yes. Jodi Deborah Escudier is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235164.
Which licensee does Jodi Deborah Escudier work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Jodi Deborah Escudier 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; standard margin lending. It also records this restriction: "Excluding LRBA's."