Financial Adviser (FA)
03 218 5418 (DDI)
0800 727 2265
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- Retail banking compliance
Qualifications & Memberships
- Otago University - Bachelor of Commerce (BCom), Accounting and Finance
- Institute of Financial Professionals New Zealand (INFINZ)
Jordan has been with the SBS Group for 5 years, having graduated from Otago University with a Bachelor of Commerce, majoring in Finance.
Looking after the Southland and Queenstown region for FANZ Private Wealth, Jordan aims to provide clarity, structure, and predictability around clients’ financial challenges to help them achieve their long-term financial goals.
Outside of work, Jordan enjoys spending time playing golf on home courses Millbrook & Queenspark or heading out for a dive at Stewart Island.
A disclosure statement is available on request and free of charge.