CompaniesdividerJFM Consulting - Financial Planning Compliance & Audit Services

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JFM Consulting - Financial Planning Compliance & Audit Services

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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

Headquarters:
-
Industry:
Financial Services
Founded:
2020
Employees:
-
Annual Revenue:
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Type: Private
Ticker: -
InvestigationsAuditCoaching & TrainingRg146ComplianceRemediationEasy to Do Business With

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