ABOUT > OUR TEAM
Jordan McMillan
Private Client Specialist
Why I do what I do
I genuinely enjoy helping people and being a financial adviser gives you the opportunity to do this every day.
Navigating the complexities of your personal and financial life have become increasing difficult to manage without some level of assistance. Being able to provide this assistance to my clients is something I find deeply rewarding.
Having grown up with a Mother who was a Financial Adviser, and seeing the positive impact she had on her clients lives drove my journey into Financial Advice.
As a holistic adviser, you don’t just deal with financial matters. You help clients through various aspects of their life, good times along with the big problems and the little problems. Clients become your family. Whether it be assisting them through a life event, a change in their personal circumstances, or simply being a trusted confidant who is there to listen and provide useful guidance.
A few things about me:
Outside of the office I enjoy spending my time with my partner, Fabiana and my son Domenic.
Being a parent is a wonderful thing. Children are a blank canvas and it is your job to help mould them into good people. Days are spent teaching Domenic new things, spending time together as a family, and enjoying his company.
I am lucky enough to have a large group of friends who I see as my extended family. Spending time with friends and family is also something that I value.
I enjoy cooking for my family and friends. Food is one of the things in life that brings a lot of happiness (when the food is good of course!).
As the saying goes, “the present is a gift”. I enjoy spending my time with the important people in my life.
Qualifications
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Financial Planning
- SMSF Specialist Course
- Certificate IV in Business Frontline Management
- ASX Listed Product
- FASEA exam
