Jodi Rose-Nealy

Financial Planner

Jodi is dedicated to professional development. Whilst undertaking tertiary studies towards a Bachelor of Science, she worked part time for a financial planner, initially as a personal assistant. It was at this time that she discovered her natural ability in the area of financial planning. Jodi undertook further studies and is now qualified with a Diploma of Financial Planning. To further enhance the areas of expertise that she can offer her clients, she also has completed a Diploma in Mortgage Lending.

For the first eight years Jodi specialised in the areas of Superannuation and Retirement Planning, Personal Risk Insurance as well as Finance Broking. Since joining Financial Aspects in 2003, Jodi has also incorporated Centrelink planning, Business Succession Planning and Aged Care Advice into her areas of advice.

Jodi has recently undertaken the Certified Financial Planner qualification which is the highest recognised financial planning qualification internationally and expects to complete those studies by 2010.

With husband, Guy and daughter, Neyha, Jodi enjoys the natural beauty of Australia with camping and 4WDing regular activities. They take long walks along the beach at Barwon Heads accompanied by their ever faithful dogs, as they complete the garden at their home nearby. Jodi and her family have also travelled extensively through South East Asia and are eager to extend these travels through China & South Korea in the future.

Daniel Rose

Financial Planner

Having been exposed to financial planning from a young age, Daniel commenced planning for his own financial future well before his twenty-first birthday! This personal experience, achieved with occasional parental guidance in the early years, has provided the perspective that he draws upon when tailoring a financial plan for his clients.

Daniel’s caring nature led him to undertake and complete a Bachelor of Prosthetics and Orthotics backed by a Bachelor of Science. However, his innate love for financial planning led him to achieve his DFP with excellent results at each level of his studies.

Daniel has recently undertaken the Certified Financial Planner qualification which is the highest recognised financial planning qualification internationally and expects to complete those studies by 2010.

Daniel specialises in the self-managed superannuation fund space as well as providing his clients quality up-to-date advice on superannuation, wealth accumulation and protection and succession planning.

During his university days Daniel travelled extensively through Indonesia, Thailand and the United States. These days he plans his holidays to widen his travel experiences, recently visiting Russia, Sweden, Cambodia, Laos and Vietnam with his wife Sally. He continues to pursue his love of fine food, Australian wines and rock climbing.