Jordan has experience working in both independent and institutional wealth management businesses across the Gold Coast, Brisbane and Sydney. At Koda he collaborates with Simon Duckett and Michelle Lam to service high net worth families and not-for-profit organisations.
Prior to joining Koda, Jordan advised successful business owners, C-suite and senior executives across leading organisations in areas such as investment management, employee share schemes, pre-retirement planning, asset structuring, wealth protection and estate planning. In conjunction with this he also served on the adviser panel for the Cancer Council Pro Bono Program, providing financial advice to people and their families affected by cancer during one of the most challenging times of their lives.
Jordan holds a Bachelor of Commerce with a double major in Finance and Financial Planning. He is also a Certified Financial Planner (CFP), which is internationally recognised as the highest designation for financial planners.
Outside of the office Jordan is a sweat enthusiast, enjoying strength and conditioning training, golf, tennis, surfing, hiking, or anything else outdoors that raises the heart rate.