Jordan Perret

I started my career in the financial services industry in 2017, as a part-time client services officer whilst completing my tertiary studies. I spent several years in a back office role before being promoted to Associate Adviser and beginning my Professional year in 2021.

Specialising in Personal Insurance, my goal was always to be client facing with my hard work paying off in 2023 by completing my professional year and becoming an authorised Financial Planner. In 2024, I was the recipient of the Personal Financial Services Licensee Rising Star Award.

Since entering the industry, the advice landscape has been in a constant state of change which has helped me stay adaptable and up to date with the latest industry trends. I enjoy working closely with clients, to deliver tailored strategies to protect their wealth and secure their financial well-being

I hold a BCom (Financial Planning).