Jorden Bertucci
Financial Adviser
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About
Jorden Bertucci is an ASIC-registered financial adviser based in Geelong, Victoria, committed to helping clients achieve their financial goals. Jorden holds a Bachelor of Commerce (Finance and Financial Planning) from Deakin University, completed in 2024, providing a strong foundation for delivering sound financial advice. As an authorised representative, Jorden provides advice on a range of financial products, including wealth management, securities, and government debt securities. Jorden is dedicated to understanding each client's unique circumstances and tailoring financial strategies to suit their individual needs. Key services include: • Wealth Management • Investment Advice • Portfolio Construction • Financial Planning • Securities Trading Jorden is committed to providing clear, easy-to-understand advice, empowering clients to make informed decisions about their financial future. Contact Jorden today to arrange a consultation and begin your journey to financial well-being.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jorden Bertucci offer?
Jorden Bertucci specialises in providing advice on wealth management, securities, and government debt securities. He can help you with investment strategies, portfolio construction, and achieving your long-term financial goals.
What qualifications does Jorden Bertucci have?
Jorden Bertucci holds a Bachelor of Commerce (Finance and Financial Planning) from Deakin University.
What is the process for becoming a client of Jorden Bertucci?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. From there, Jorden will develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews.
What can I expect during my first meeting with Jorden?
During your first meeting, Jorden will take the time to get to know you, understand your current financial situation, and discuss your goals for the future. He will explain his services in detail and answer any questions you may have.
How can wealth management advice from Jorden Bertucci help me?
Wealth management advice from Jorden can help you grow and protect your assets, plan for retirement, manage investments, and achieve your financial aspirations through personalised strategies.
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