Jordan has spent the past decade working in both independent and institutional wealth management businesses across the Gold Coast, Brisbane, and Sydney.
Prior to joining Koda, Jordan advised a private client book of successful business owners, C-suite and senior executives across world leading, listed organisations on investment management, employee share schemes, pre-retirement planning, asset structuring, wealth protection and succession planning. His role here was done in conjunction with serving on the adviser panel for the Cancer Council Pro Bono Program, providing financial advice to people and their families affected by cancer.
Jordan brings this skillset to his team at Koda, where he works alongside Simon Duckett and Michelle Lam to collectively advise business owners, family offices, endowed charities, foundations, and non-profit organisations. This unique team structure delivers clients their own designated advice team with specialist knowledge and experience across financial strategy, family leadership, investment management, and philanthropic services.
Jordan holds a Bachelor of Commerce with a double major in Finance and Financial Planning, is an ASX Accredited Listed Products Adviser, and is also a Certified Financial Planner (CFP), which is internationally recognised.
Outside of the office Jordan is a sweat enthusiast, enjoying strength and conditioning training, golf, surfing, hiking, or anything else outdoors that raises the heart rate.