Jodi Escudier

Senior Adviser - Wealth Management

Biography

Since 2013, Jodi has been working closely with clients to identify their financial goals and provide positive strategic advice to help achieve them. Client relationships is at the heart of everything Jodi does, and she tailors her holistic advice to each individual client's needs and circumstances.

Whether it's building wealth, managing cashflow or debt, or providing superannuation or risk advice, Jodi helps clients to develop a pathway to a better financial future. By building long-lasting relationships, Jodi works together with her clients to help secure their wealth for life’s changes ahead.

Jodi holds a Graduate Diploma in Financial Planning as well as an accreditation in SMSF advice and is currently completing a Masters of Financial Planning. Outside of work Jodi has recently taken up tennis lessons and enjoys an active, outdoor lifestyle with her children and dogs.

My Specialities

Wealth Management
Office Location
Findex Perth
Level 24, Allendale Square, 77 St Georges Terrace
Perth, WA 6000
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