Geoff Jordan
Financial Adviser
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About
Geoffrey Jordan is an ASIC-registered financial adviser based in Townsville, Queensland, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from Deakin University (2003) and CFP certification (2008), Geoffrey has a solid foundation of knowledge and experience to provide sound financial advice. Geoffrey is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He is passionate about empowering his clients to make informed decisions and build a secure financial future. Key services offered: • Superannuation advice and planning • Insurance solutions to protect you and your family • Wealth management strategies for long-term growth • Investment advice tailored to your risk profile • Retirement planning to ensure a comfortable future Whether you are planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Geoffrey can provide expert guidance and support. Contact Geoffrey today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Geoffrey Jordan offer?
Geoffrey Jordan provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He can help you with retirement planning, investment strategies, and protecting your assets.
What are Geoffrey Jordan's qualifications?
Geoffrey holds a Diploma of Financial Planning from Deakin University (2003) and is a Certified Financial Planner (CFP) since 2008.
What can I expect during my first meeting with Geoffrey?
During your initial consultation, Geoffrey will take the time to understand your financial situation, goals, and risk tolerance. He will then explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Geoffrey is the right financial adviser for you.
How does Geoffrey Jordan tailor his advice to individual client needs?
Geoffrey believes in providing personalized financial advice that is tailored to each client's unique circumstances and goals. He takes a holistic approach to financial planning, considering all aspects of your financial life to develop a comprehensive strategy.
What is the process for becoming a client of Geoffrey Jordan?
The process begins with an initial consultation to discuss your financial needs and goals. If you decide to proceed, Geoffrey will gather relevant information and develop a customized financial plan. He will then present the plan to you, answer any questions you may have, and implement the plan upon your approval. Regular reviews will be conducted to ensure your plan remains aligned with your evolving needs.
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