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About Me

BAppFin, GradDipFinPlan

Jordan is a Financial Adviser and Partner at Halpin Wealth. He has been involved in the financial services profession since 2013. Prior to joining the Halpin team, Jordan worked for another Adelaide based financial services company where he was lead strategic adviser for SA Health Medical Professionals. Jordan is a subject matter expert within the life insurance sector and uses these skills to provide tailored protection strategies in addition to directly supporting clients in the event of a claim.

Jordan’s passed the FASEA Financial Adviser exam in June 2019 and his qualifications include a Bachelor of Applied Finance (Accounting) and a Graduate Diploma of Financial Planning. Jordan has a professional membership with the Association of Financial Advisers and performs Pro-Bono work for Cancer Council SA.

In his spare time, Jordan enjoys a variety of activities, including cycling to his favourite cafes, travelling South East to support farmers with land management, tending to his garden and learning how to use all the buttons on his 4WD.

Qualifications & Professional Memberships

Graduate Diploma of Financial Planning (GradDipFinPlan);
Bachelor of Applied Finance (Accounting) (BAppFin);
Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Halpin Wealth Partners Pty Ltd
  • Advice fees
    Advice Fees From $1,650