Financial Adviser · RHODES, NSW

Jordan Green

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000404248

Jordan Green is a financial adviser based in Rhodes, New South Wales, with 18 years of experience in the financial services industry. Jordan is currently authorised under Bluewater Financial Advisors 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 Advanced Diploma of Financial Planning from AAMC.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Planning
Pinnacle
2011
Margin Lending and Geared Investments
Kaplan
2013
SMSF
Kaplan
2020
Advanced Diploma of Financial Planning
AAMC

Registration History

Jul 2019 - Present Current

Source: ASIC Financial Advisers Register