“Jodi is passionate about learning complex situations and the many puzzle pieces that, when fitted together, provide the clients with an efficient plan; not only to improve their current situation, but to achieve their overall long term goals.“
Jodi Gleeson has been supporting the Advisers at Varria for 6 years. With a strong administration and strategic advice background, Jodi has moved into a client facing role, to not only continue supporting our Senior Financial Advisers but to further develop her skills on the road to becoming a Financial Adviser herself.
Prior to Varria, Jodi worked in the banking sector, where she specialised in Client Services and Administration.
Jodi joined Varria in 2008 as a Client Service Officer before becoming a Paraplanner in 2010. After a few years in this area of developing strategies and learning the ins and outs of appropriate client advice, she is excited about her new role as an Associate Adviser.
Jodi’s interests outside of work include music and travelling. Jodi has had the opportunity to move to the south of France for several months in order to improve her French and experience life on the Mediterranean. With travelling firmly in her blood she hopes to continue visiting the four corners of the world.