Jodi Lea Rose-Nealy
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000290714
- Location
- Geelong West VIC 3218
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 30 April 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Science, Monash University (1997); Diploma of Financial Planning, Financial Advice Association Australia (2003); Diploma of Mortgage Lending, Securities Institute (2005); Certified Financial Planner, Financial Advice Association Australia (2010); Economic and Legal Context for Financial Planning, Kaplan (2020); Ethics and Professionalism in Financial Advice, Kaplan (2020); Client Engagement Skills, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Lea Rose-Nealy
Jodi Lea Rose-Nealy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong West, Victoria (adviser number 000290714).
The licensee Jodi advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 30 April 2019.
The register records 2003 as the year Jodi first provided financial advice. Qualifications and training on file include Bachelor of Science (Monash University, 1997), Diploma of Financial Planning (Financial Advice Association Australia, 2003) and Diploma of Mortgage Lending (Securities Institute, 2005). Jodi is recorded as a member of Financial Advice Association of Australia (FAAA).
Jodi is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Lea Rose-Nealy a registered financial adviser?
Yes. Jodi Lea Rose-Nealy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290714.
Which licensee does Jodi Lea Rose-Nealy work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Jodi Lea Rose-Nealy give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.