Jordan provides strategic wealth advice to high net wealth individuals and families, corporate executives, sporting professionals and self-funded retirees. Protecting and building personal wealth, Jordan assists clients with a range of financial planning, investment and advisory services including investment selection, investment management/review, strategic advice and superannuation strategies.
With a strong focus on growing individual wealth, Jordan specialises in superannuation and self-managed super fund (SMSF) as an investment vehicle to help clients achieve their ideal financial position. His financial analysis and researched insights into investment opportunities provides clients with informed information into their investment choice to reach their financial objectives.
Taking a personal approach to client service, Jordan provides proactive and on-going advice to meet the long-term needs of his clients.
His comprehensive wealth advisory experience including cash flow and budgeting, estate and succession planning and family office management provides clients with a holistic approach to financial planning, tailored to each individual’s personal circumstances and stage in life.
Jordan has been with the Sydney firm since 2013 and joined the partnership in 2016.
Qualifications and memberships
- Bachelor of Business, Accounting (University of Western Sydney)
- Diploma of Finance and Mortgage Broking Management (Finance and Related Service Training Academy)
- Diploma of Financial Services, Financial Planning (PS 146 Training Australia)
- Justice of the Peace
