Jordan MacKellar

Morgans Financial Ltd

Bronze
3 Yrs Experience
Charlestown, NSW 2290

Jordan has experience in investment advice and retirement planning. He focuses on understanding each client's individual needs and building strong relationships to create personalised financial strategies. His approach ensures clients personal and retirement assets are structured effectively, helping them stay on track to achieve financial success.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 3
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Morgans Financial Ltd

Suite 2, 12 Smith St
Charlestown, NSW 2290

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Morgans Financial Ltd

AFSL 235410