Financial Planner Profile

Tanner Jordan

Director- Tanner Jordan Wealth

Tanner has been a Financial Adviser since 2018 working with multiple firms. He worked for a large financial planning firm as a graduate, and after a year of being a paraplanner, Tanner became a Financial Planner. After this, he went on to work for a boutique Financial Planning firm as a Senior Financial Planner. Tanner has also been working in the compliance and remediation sector auditing Financial Advisers to determine if their advice was in the best interests of their clients.
Tanner specialises in holistic financial advice including investments, share broking, superannuation, self-managed super funds, retirement planning, and personal insurance.

Qualifications

Tanner graduated from University with a Bachelor of Business majoring in Banking and Finance. He then went on to complete an Advanced Diploma in Financial Planning. Tanner is also a fully accredited Self-Managed Super Fund specialist.

What to Expect When We First Meet

Meetings can be conducted face to face at a nearby café or your residence. Meetings can also be conducted virtually via Teams, Skype or Zoom. These can also be arranged outside of business hours.
The initial meeting is a no-obligation complimentary meeting. In this meeting we will go through the following:

  1. What your goals and objectives are
  2. The financial planning process
  3. Information gathering

What to bring to the meeting:

Please bring along the most recent information (these can be paper based, on your phone or via email):

 Your latest tax return
 Bank statements
 Investment statements (including share statements)
 Superannuation statements
 Details of insurance policies
 Drivers Licence
 Tax File Number
 Payslips
 A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process

Why I want to help

I want to help people structure their finances to assist them in protecting and grow their wealth. With my education and experience, there are so many ways of doing this. This applies to almost every Australian, whether you are young/old or whether you are poor/wealthy.

My Interests

– I love my sport, whether it’s AFL, basketball, golf, tennis, UFC and F1
– Wining and dining with my partner
– Travelling

“It is important that we work in a positive, open, friendly, professional environment. This will in turn flow through to our clients. I do believe our core values  are  not limited to honesty, accountability, respect, caring, reliability, integrity, commitment, loyalty, and drive.”

Financial Planning Services:

  • Personal Superannuation advice
  • Self-Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown