Data sourced from ASIC Financial Advisers Register
Financial Adviser · DEAKIN, ACT

Jordan Samuel Finch

1 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001311972

Jordan Samuel Finch is a financial adviser based in Deakin, Australian Capital Territory, with 1 year of experience in the financial services industry. Jordan is currently authorised under Charter Financial Planning Limited. Jordan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Finance from University of Canberra.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2021
Bachelor of Finance
University of Canberra
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC008 Investment Advice
Kaplan Higher Education Pty Limited
2025
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2025
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Oct 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register