Why this broker enjoys ‘complex’ finance
subscribe
A
A
The winner of two awards at the 2021 Better Business Awards in Queensland, Jodie Wolfenden, explains why she enjoys “complex” finance such as investment, self-employed and SMSF.
The Gold Coast broker and Superior Wealth director told The Adviser’s Elite Broker podcast that she has a passion for the “complex stuff”.
While she enjoys assisting first home buyers, Jodie Wolfenden said that she would prefer assisting clients with buying additional investment properties, self-employed clients, and clients with self-managed superannuation funds (SMSF).
“I love making sure that they’re structured correctly, that it doesn’t impede what they want to do in the future,” Ms Wolfenden explained.