Financial Adviser
· SYDNEY, NSW
Jordan Peel Berger
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001263083
Jordan Peel Berger is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Jordan is currently authorised under Ord Minnett Limited. Jordan holds authorisations to advise on superannuation, life insurance, managed investments and securities. Their qualifications include a BACHELOR OF ECONOMICS from SYDNEY UNIVERSITY.
Authorised to Advise On
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2012
BACHELOR OF ECONOMICS
SYDNEY UNIVERSITY
2013
DIPLOMA OF FINANCIAL PLANNING
KAPLAN
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register