Cody is the Principal of Mandate Financial Planning and a seasoned financial adviser with extensive experience in the Financial Services industry. Cody has previously advised within the AMP group and the Viridian Advisory group. Cody’s advice is grounded in his values of integrity, trustworthiness, transparency, and delivering sound financial guidance.

Cody’s wealth of knowledge has assisted a broad range of clients in achieving their financial objectives and adding value to their lives. In 2023, Cody was afforded the opportunity to continue the legacy of Mandate Financial Planning as its Principal. He continues to aspire to provide his clients with the highest level of professional service.

Cody provides expert financial advice in Investing, Superannuation, Retirement Planning, and Insurance strategies. He has extensive experience and a passion for share investing and the use of derivatives in meeting his clients’ needs.

Cody enjoys working with people in or nearing retirement, as well as young professionals who are building their wealth. Cody holds a Master of Financial Planning from Deakin University and a Bachelor of Commerce from Monash University.