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Judi Neumann

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Paraplanner/ Compliance Manager

When you receive your financial plan, chances are it will have been prepared by Judi! The provision of accurate, timely and relevant written advice is something that we pride ourselves in at Elodus, whether it's an initial financial plan or an annual review. Having an in-house Paraplanner of the quality of Judi makes the practice's ability to provide this so much more achievable. Having worked in the financial services industry for close to 20 years, Judi brings a wealth of experience to her position. Close enough is simply not good enough for Judi and her expectations of consistency, logic and functionality in what the advisers present keeps everyone thinking and on their toes.

It's very comforting for Elodus to have such a dedicated, committed person in this role - not all financial planning firms do! This has very positive benefits for our clients. Judi ensures that our systems reflect current legislation, modeling tools and software are appropriate, relevant systems and processes are utilised and that compliance requirements are exceeded. In short, she makes sure that Elodus Financial clients receive the best quality Statements of Advice that the business is capable of producing!

Judi believes that empowering clients to achieve lifestyle and financial goals is the heart of financial planning. To help her assist with delivering this opportunity to clients, she has completed her Diploma in Financial Services (Financial Planning). Judi brings tremendous skills and the value to Elodus and, as with everyone in the practice, she is an integral component of what has become a truly well oiled machine.