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
Superannuation Advice
Wealth Management
Financial Planning
Retirement and Estate Planning
Investment Advice
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
FASEA Financial Adviser Exam
Bachelor of Commerce
Associations
No items found.
Competencies
Securities
Financial Planning
Generic
Managed Investments
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.
