Authorised Financial Adviser (AFA)
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
- Authorised Financial Adviser (AFA)
After completing a Bachelor of Commerce at the University of Otago majoring in Finance and minoring in Accounting, Jordan joined SBS Bank working in the retail banking compliance area.
Jordan has a passion for investments and now works at FANZ Private Wealth alongside an experienced team of financial advisers covering the Southland region.
Jordan is an investment specialist, assisting clients to create, protect and/or grow their wealth, in order to achieve their long-term financial goals. Jordan has a varied client base with significant funds under management.
Jordan’s disclosure statement is available upon request and free of charge.