Jordan has spent the past decade working in both independent boutiques and institutional wealth management businesses across the Gold Coast, Brisbane, and Sydney.
Prior to joining Koda Capital, Jordan advised a private client book of successful business owners, C-suite and senior executives across world leading, listed organisations on investment management, employee share schemes, pre-retirement planning, asset structuring, wealth protection and succession planning. His role here was done in conjunction with serving on the adviser panel for the Cancer Council Pro Bono Program, providing financial advice to people and their families going through challenging times who otherwise wouldn't have the financial resources to seek quality advice.
Jordan brings this skillset to his team at Koda, where he works in a team of four to collectively advise business leaders and founders, family offices, endowed charities, foundations, and non-profit organisations. This unique team structure delivers clients their own designated advice team with specialist knowledge and experience across financial strategy, investment management, intergenerational wealth, and philanthropic services. By design, we cap the number of clients that we work with to ensure our advice and support is always proactive, responsive, and bespoke.
Jordan holds a Bachelor of Commerce with a double major in Finance and Financial Planning, is an ASX Accredited Listed Products Adviser, and is also a Certified Financial Planner (CFP), which is internationally recognised.
Outside of the office Jordan is a sweat enthusiast, enjoying strength and conditioning training, golf, surfing, hiking, travel, or anything else outdoors that raises the heart rate.
We decided to look into a financial adviser last year as we were starting a family and wanted advice on a number of things. We were recommended Stanford Brown by a friend who works in the finance industry. We met Jordan and explained what we wanted to achieve and our goals. He instantly made us feel at ease and listened very carefully to what we needed. He was patient with us when we didn't understand the more complex things like our investment portfolio and insurance fees and we always felt comfortable to ask questions. I would highly recommend Jordan and Stanford Brown not only for their skills and knowledge but their customer etiquette.
Jordan works hard, is knowledgeable and always very helpful. Great to deal with and I would recommend him strongly.
Jordan was fantastic to deal with. He was very thorough with his follow up to ensure I received the best possible cover at a very competitive price.
Jordan was extremely knowledgeable and helpful in the insurance needs of both my wife and myself.
Jordan was extremely knowledgeable and patient with our needs and we were able to achieve the results we needed
- Adviser status Gold
- Number of reviews 41
- First year providing advice 2014
- Years of experience 9
- Certified Financial Planner (CFP)
Koda CapitalLevel 8, 20 Bond St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call