Jodie Michelle Meynell
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259257
- Location
- Mackay QLD 4740
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1997
- Qualifications
- Certified Financial Planner (CFP), Deakin University/ FPA (2002); Diploma of Financial Planning, Deakin University (2002); Margin Lending Accreditation Program, Deakin Prime/SDIA (2010); SMSF specialist adviser, SMSF Association (SSA) (2013); Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Jodie Michelle Meynell
On the Financial Advisers Register kept by ASIC, Jodie Michelle Meynell appears as a current financial adviser in Mackay, Queensland, adviser number 000259257.
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. The current authorisation started on 10 March 2004.
According to the register, Jodie first provided financial advice in 1997. Qualifications and training on file include Certified Financial Planner (CFP) (Deakin University/ FPA, 2002), Diploma of Financial Planning (Deakin University, 2002) and Margin Lending Accreditation Program (Deakin Prime/SDIA, 2010). Jodie is recorded as a member of SMSF Association.
The authorisation covers advice 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.
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Questions people ask
Is Jodie Michelle Meynell a registered financial adviser?
Yes. Jodie Michelle Meynell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259257.
Which licensee does Jodie Michelle Meynell work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Jodie Michelle Meynell 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; standard margin lending; managed discretionary account services.