Distro — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free
JFM Consulting - Financial Planning Compliance & Audit Services
jodie is well known from her extensive career of over 30 years in banking and financial planning with anz bank and working with the wider market of ri, fsp, millennium 3 & elders. jfm consulting is currently working with a number of self licensed financial planning groups to provide an audit & coaching service. jfm consulting offers coaching of financial planners, their support staff and paraplanners, pre-vets. remediation action planning, data analysis, reporting and investigations. jodie's accreditations include diploma and advanced diploma in financial planning, and is rg146 compliant. she is also accredited in margin lending and smsf's. if you are looking for a business who understands the regulatory requirements, is personable and has fresh eyes and an unbiased view for your annual audit. please do not hesitate to contact jodie mcinnes on 0408 828 931
Frequently asked questions about JFM Consulting - Financial Planning Compliance & Audit Services
Let us help answer the most common questions you might have.
What industry does JFM Consulting - Financial Planning Compliance & Audit Services belong to?
JFM Consulting - Financial Planning Compliance & Audit Services is in the industry of: Financial Services
What are JFM Consulting - Financial Planning Compliance & Audit Services' social media links?
JFM Consulting - Financial Planning Compliance & Audit Services Linkedin page
How do I request to delete my data?
For data removal requests, please click here
Distro — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free