About Jodi Brady
JODI BRADY
BBus (App Eco); GradDip (Arts/Psych); DipFP
ADVISER
Diligent, Empathetic, Passionate
Working in the Financial Services industry for over five years Jodi has developed exceptional skills in managing professional client services. In addition, Jodi has experience in Melbourne and London at highly regarded Corporate and Commercial Law Firms which results in bringing a wealth of expertise and knowledge to the role.
Her skill set includes client portfolio analysis, trade requests, account processing and documentation, administration, liaising with new and existing clients and supporting client advice.
Note: Support staff and referral partners are not authorised to provide advice under the Oreana Private Wealth Australian Financial Services License