Financial Adviser · EDGEWORTH, NSW

Jordan Luke Burdon

21 Years experience

Tax advice
authorised

Currently at

Brighton, VIC

View firm profile

ASIC Registered · ADV 001002445

Jordan Luke Burdon is a financial adviser based in Edgeworth, New South Wales, with 21 years of experience in the financial services industry. Jordan is currently authorised under Spark Advisors Australia Pty Ltd. 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). Jordan is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: authority excludes advice on direct equities and SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma Financial Services (Financial Planning) FNS50804

AMP

2007

Advanced Diploma Financial Service (Financial Planning) FNS60404

Kaplan Australia

2010

Certified Financial Planner (CFP)

Financial Planning Association (FPA)

2010

RG146 Margin Lending

MLC ThreeSixty

Registration History

Spark Advisors Australia Pty Ltd

Aug 2023 - Present Current

authority excludes advice on direct equities and SMSF

Consultum Financial Advisers Pty Ltd

Jun 2021 - Aug 2023 Ceased

GWM ADVISER SERVICES PTY LTD

Jun 2016 - May 2021 Ceased

National Australia Bank Limited

Jul 2007 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register