Jordan has been a Private Wealth Adviser since 2018 and brings over 14 years of experience in the financial services industry. He is dedicated to supporting clients both in Australia and internationally. Motivated by a passion for helping clients grow and protect their wealth, Jordan aims to be a trusted partner in their long-term financial success.
He delivers bespoke investment solutions and tailored financial strategies that empower his clients to build, grow, and preserve their wealth across generations. With a client-first approach and deep industry knowledge, Jordan offers personalised solutions that adapt to the investment world’s ever-changing landscape. His main areas of expertise include portfolio construction and management, providing comprehensive investment advice and strategy, navigating superannuation and self-managed super funds (SMSFs), and delivering holistic financial planning.
As a standard process, Jordan works closely with clients to refine their most important objectives before engaging with their accountant to establish an appropriate investment structure and strategy for long-term success.
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