Jordan has spent the past decade advising high net worth individuals, founders, entrepreneurs, business leaders, and tech professionals on how to prudently grow, structure, and manage their wealth. Prior to joining Koda in 2020, Jordan worked at both independent and institutional private wealth management firms across the Gold Coast, Brisbane, and Sydney. During this time, Jordan also served on the specialist adviser panel for the Cancer Council Pro Bono Program, providing advice and support to individuals and their families affected by cancer who otherwise wouldn’t have the financial resources to seek quality advice. Jordan believes in providing a holistic approach to wealth management for his clients, which includes strategic advice around pre-and-post-retirement planning, tax and asset structuring through the use of investment companies, trusts, and self-managed superannuation funds, wealth protection, estates and succession planning, in addition to investment portfolio construction and ongoing portfolio management. He works with both established and emerging high-net-worth investors to deliver organisation, structure, and financial peace of mind, allowing his clients to focus more of their time on the things that are uniquely important to them whilst ensuring they remain on track to achieving their personal goals and financial ambitions. Jordan holds a Bachelor of Commerce with a double major in Finance and Financial Planning, is an ASX Accredited Listed Products Adviser, as well as a Certified Financial Planner (CFP), which is internationally recognised for having the highest education and ethical standards in financial advice. Outside of the office you’ll find Jordan on the golf course, at the beach, in the gym, or getting lost in nature and travelling with his partner, Fatima.