Jodie Louise Douglas

Name
Jodie Louise Douglas
ID
435196
ABN
–
First Provided Advice
2011

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2011 - Statement of Attainment - Life Insurance - - Mentor Education
  • 2013 - Statement of Attainment - Financial Advice - - Mentor Education
  • 2013 - Statement of Attainment - Managed Investment & Securities - - Superannuation Mentor Education
  • 2013 - Statement of Attainment - Superannuation - - Mentor Education
  • 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Madison Financial Group Pty Ltd (#246679)
Commenced
May 4, 2017
Ceased
Aug. 3, 2021
Status
Current
Licence Holder
Mad About Life Financial Group Pty ltd (#528981)
Commenced
Aug. 4, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
May 1, 2013
Ceased
Sept. 20, 2013
Status
Ceased
Licence Holder
Affinia Financial Advisers Pty Ltd (#237857)
Commenced
Feb. 24, 2014
Ceased
May 3, 2017
Status
Ceased
Licence Holder
Guardianfp Pty Limited (#237641)
Commenced
Feb. 27, 2013
Ceased
May 1, 2013
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Oct. 1, 2013
Ceased
Feb. 24, 2014