Bentleys Queensland is delighted to announce the advancement of Jodi Lupton to the position of Partner.
Jodi began her journey at Bentleys in 1999 as a graduate accountant in the business advisory division and in 2002 completed her Chartered Accountant qualification.
Over her career, Jodi has cemented her place as a key member of the Bentleys business advisory team and is committed to delivering the best results for her clients.
Jodi is also a Self-Managed Superannuation Specialist and an authorised representative of Bentleys (QLD) Advisory Pty Ltd to provide strategy advice.
Jodi works with a broad range of clients and her expertise spans multiple sectors, including the property and construction sector, professional services, family businesses and SMEs. It is Jodi’s ability to cut through the complexities to provide effective and easy to understand advice that has built such strong relationships with her clients.
Jodi’s experience allows her to provide specialist advice in areas such as succession planning, family office charters, business advisory, structuring advice, as well as a broad range of areas relevant to Self-Managed Superannuation Funds.
Jodi develops close relationships with her clients as their business advisor, which allows her to gain complete understanding of their business and personal values, mission, vision and purpose.
“I am happy to welcome Jodi to Partnership today following her committed service to her clients and to Bentleys”, said Ben Cameron, Managing Partner of Bentleys Queensland. “The time Jodi takes to understand her clients and deliver sustainable results is a great example of the expertise that our clients can rely on.”
“It is a privilege to have the support and trust of my clients and colleagues,” said Jodi. “I look forward to being part of their continued growth and the growth of Bentleys.”
If you would like to get in touch with Jodi, please contact her via the link below or on LinkedIn.