Jordan has spent over a decade working in institutional and independent private wealth management businesses across the Gold Coast, Brisbane, and Sydney.
Prior to joining Koda, Jordan advised a private group of business owners, C-suite and senior executives across global, listed organisations, with a focus on the technology sector. Through his holistic approach to private wealth management, Jordan’s advice covered everything from investment management, employee share schemes, pre-and-post-retirement planning, asset structuring, wealth protection and succession planning. Alongside this role, Jordan served on the specialist adviser panel for the Cancer Council Pro Bono Program, providing support and advice to individuals and their families affected by cancer who otherwise wouldn’t have the financial resources to seek quality advice.
Jordan brings this skillset to Koda where he operates in a team of four to collectively advise a small number of business leaders and founders, family offices, endowed charities, foundations, and non-profit organisations. This unique team structure delivers clients their own dedicated advisory team with specialist knowledge and experience across all areas of financial advice including financial strategy, investment portfolio construction, investment selection, investment management, intergenerational wealth planning and philanthropic services. By restricting the number of clients that we work with it safeguards our availability, accountability, consistency of advice, and client service standards.
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 for having the highest education and ethical standards in financial advice.
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.