Jordan Mackellar
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Jordan Mackellar is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Jordan holds a Graduate Diploma of Financial Planning from Kaplan Professional (2023) and has completed the following Kaplan Professional courses: FPC001B Economic & Legal Context for Financial Planning (2022), FPC002B Ethics and Professionalism in Financial Advice (2022), and FPC007B Client Engagement Skills (2023). Jordan is authorised to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He focuses on building long-term relationships with clients, offering clear and practical guidance to navigate the complexities of the financial landscape. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive wealth management strategies to grow your assets • Investment advice, including securities and government debt securities • Personalised financial plans tailored to your unique circumstances Ready to take control of your financial future? Contact Jordan today for a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Jordan Mackellar offer?
Jordan Mackellar specialises in superannuation advice, wealth management, and investment advice including securities and government debt securities. He provides tailored financial plans to help clients achieve their individual financial goals.
What qualifications does Jordan Mackellar have?
Jordan Mackellar holds a Graduate Diploma of Financial Planning from Kaplan Professional (2023) and has completed the following Kaplan Professional courses: FPC001B Economic & Legal Context for Financial Planning (2022), FPC002B Ethics and Professionalism in Financial Advice (2022), and FPC007B Client Engagement Skills (2023).
How does Jordan Mackellar develop a financial plan for clients?
Jordan Mackellar begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalised financial plan that outlines strategies and recommendations to help you achieve your objectives. Regular reviews ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Jordan Mackellar?
During your initial consultation with Jordan Mackellar, you can expect a friendly and informative discussion about your financial situation and goals. This meeting is an opportunity to ask questions and determine if his services are the right fit for you.
Does Jordan Mackellar provide advice to self-managed super funds?
Yes, Jordan Mackellar can provide advice on superannuation, which may include guidance for self-managed super funds (SMSFs) within the scope of his authorised financial products.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.