Senior Para Planner
Adv Dip FS (FP), JP (Qual.)
Meet Jodie James
Jodie has worked in the financial services industry for 15 years having completed an Advanced Diploma of Financial Planning and studies in Self Managed Super Funds specialisation. Jodie is also a Justice of the Peace (Qualified).
As a qualified Financial Planner, Jodie believes that empowering clients to achieve lifestyle and financial goals is the heart of financial planning. In addition to working closely with clients and formulating financial plans, Jodie oversees the Practice’s compliance obligations and Client Service.
Jodie moved from Brisbane to the Sunshine Coast in 2003 and loves the coast lifestyle. Jodie lives in Warana with her husband Nick and two young children. Jodie enjoys walks to the beach, travelling and a good book.