Jordan joined our team at Oak with 13 years of experience in Financial Planning. He holds a Bachelor of Business majoring in Finance and an Advanced Diploma of Financial Services (Financial Planning).

Jordan’s vast experience provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity, no matter what their stage of life. Working collaboratively with clients to provide comprehensive advice, including SMSF, Jordan uncovers his client’s objectives explaining technical concepts in easy to understand terms.

Interests

Spending time with family and friends, AFL, running, travelling and eating out.