Jodie Whykes

Director, Certified Financial Planner

My name is Jodie Whykes and I am the Director and Founder of Professional Money Management. I am a Certified Financial Planner (CFP®) and am very fortunate to have been working in the financial services industry for over 28 years and have successfully run this business for over 22.

I have a high energy, fun personality and really love to help people – I consider myself a ‘Lifestyle Financial Planner’. During our planning meetings I take the time to understand what each client wants for themselves and their family. We work together to put strategies in place to meet the goals that will bring joy to their lives.  I like to use a consultative and relaxed approach to understand these lifestyle values and financial goals and build specialised advice around these.

I specialise in providing retirement planning, risk insurance, investment and Centrelink advice for clients throughout Australia.

I have attained a Bachelor of Commerce degree from Deakin University and also completed the Diploma of Financial Planning as well as the distinguished Certified Financial Planner (CFP®) qualification. I have been quality advice accredited by Garvan Financial Planning and am recognised as a leading adviser on the Plum Financial Services Panel specialising in the Exxon Mobil Defined Benefit Plan among others.

Personally, I am a proud mum of 3 children who are my absolute world, I love spending time with my family and we love the outdoors and travelling. I also love to fish and camp (glamping in our caravan!!) and really love 4wding!