Financial Adviser
· DINGLEY VILLAGE, VIC
Tristan Jordan
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000392552
Tristan Jordan is a financial adviser based in Dingley Village, Victoria, with 15 years of experience in the financial services industry. Tristan is currently authorised under Blackcrest Group Pty Ltd. Tristan 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 Business (Banking & Finance) from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Professional
2011
Bachelor of Business (Banking & Finance)
Monash University
2013
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2024
Graduate Diploma Financial Planning
Kaplan Professional
Registration History
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