JODI BRADY
Financial Adviser
Alphington Private Wealth
Authorised Representative No. 1269158
Jodi Brady is a Financial Adviser at Alphington Private Wealth.
Jodi's approach to advising clients is diligent, empathetic and passionate.
Jodi is also a key member of the team at Alphington Private Wealth, an advisory firm founded in 2011. Jodi’s approach to advice reflects her own values and service ethos, a complex-free approach to helping personal and corporate clients understand their options simply and assist them to achieve their goals more effectively and with greater confidence.
Jodi enjoys working at Alphington Private Wealth as she provides high quality investment advice and management free from conflicts of interests from institutional investment houses. Today with Jodi’s expertise, Alphington Private Wealth has become a trusted boutique alternative to institutionally owned advice providers and affiliated private bank advice providers.
Within the investment sphere, Jodi has a high level of expertise in creating portfolios across Australian and international equities, listed property trusts, property syndications, international property managed funds, hedge funds, exchange traded funds, hedge funds, infrastructure and alternative assets, private equity, and fixed interest.
The financial side of advice, however, is only part of the story for Jodi as a Lifestyle Financial Planner. At the heart of Lifestyle planning is the concept of life. How do you want to spend your time?
Time is really your most valuable asset when you stop and think about it. Jodi can work with you to help you explore your goals and look at how your income and assets can help you spend your time doing what you want to do.
Lifestyle financial planning helps you take control of your finances and grow your financial welling along life’s journey. Alphington Private Wealth’s key service aims to ensure you never run out of money, you become (and remain) financially well organised, you manage risk in all its forms, and you achieve and maintain your desired lifestyle.
Jodi holds a Bachelor of Economics (Victoria University), a Graduate Diploma in Financial Planning as well as a Graduate Diploma in Psychology. Jodi has also be named as a Finalist in the Financial Planner of the Year (Victoria), as part of the 2024 Women in Wealth Awards.
To make an appointment with Jodi, contact us. We have offices in Melbourne and Adelaide, and often meet with clients in all capital cities and remotely with the benefit of video meetings.
Note: Support staff and referral partners are not authorised to provide advice under the Oreana Private Wealth Australian Financial Services License.