Jordan Mackellar
BCom GDFinPlann
Private Client Adviser
I prioritise understanding my clients to deliver personalised wealth creation and retirement strategies, while educating them to ensure clarity, confidence and long term-term success.
Jordan has experience in investment advice and retirement planning. He focuses on understanding each client's individual needs and building strong relationships to create personalised financial strategies. His approach ensures clients personal and retirement assets are structured effectively, helping them stay on track to achieve financial success.
Investment Style
Jordan specialises in aligning client's personal and retirement assets with their unique goals. He builds high-quality, tailored portfolios and provides ongoing advice to keep clients on track toward achieving long-term financial success.
Services and Specialties
Financial Planning
Wealth Management
Investment Advice
Superannuation Advice
Retirement and Estate Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce
Graduate Diploma of Financial Planning
FASEA Financial Adviser Exam
Associations
No items found.
Competencies
Financial Planning
Managed Investments
Securities
Generic
Superannuation
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of salary and percentage of fees.
