Jordan has spent the past decade working in both independent boutiques and institutional wealth management businesses across the Gold Coast, Brisbane, and Sydney.
Prior to joining Koda Capital, 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 going through challenging times who otherwise wouldn't have the financial resources to seek quality advice.
Jordan brings this skillset to his team at Koda, where he works in a team of four to collectively advise business leaders and founders, 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, investment management, intergenerational wealth, and philanthropic services. By design, we cap the number of clients that we work with to ensure our advice and support is always proactive, responsive, and bespoke.
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, travel, or anything else outdoors that raises the heart rate.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 41
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Koda Capital
Level 8, 20 Bond StSydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Koda Capital
AFSL 452581