Jody-Ann Alexander is a dedicated and knowledgeable Financial Adviser at MiQ Private Wealth. With a robust background in financial planning and advisory services, Jody brings a wealth of experience and a client-focused approach to her role.
Jody-Ann began her career at Provision Wealth Management, where she served as a Financial Planning Assistant. During her tenure she honed her skills in various aspects of financial services, including client relations, administrative support, and advice preparation. Her role at Provision Wealth Management laid a strong foundation for her career, allowing her to gain a comprehensive understanding of the financial planning process and the importance of tailored client service.
In 2021, she transitioned to Wealthmed Australia, taking on the role of Financial Adviser where she provided expert financial advice to clients, helping them achieve their financial goals and secure their futures. Her time at Wealthmed Australia was marked by her dedication to client success and her ability to navigate complex financial landscapes with ease.
Most recently, Jody-Ann served as a Financial Adviser at Arch Financial Planners. Her experience at Arch Financial Planners further solidified her expertise in financial advisory, where she continued to deliver exceptional service and strategic financial solutions to a diverse clientele.
Jody-Ann holds a Bachelor of Commerce in Financial Planning from the University of the Sunshine Coast, completed in 2019. Her academic background, combined with her extensive practical experience, equips her with the knowledge and skills necessary to provide insightful and effective financial advice. At MiQ Private Wealth, Jody-Ann is committed to building lasting relationships with her clients, understanding their unique financial needs, and guiding them towards achieving their financial objectives.
