Financial Adviser
· CHARLESTOWN, NSW
Jordan Thomas Mackellar
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001307202
About Jordan Thomas Mackellar
Jordan Thomas Mackellar is a financial adviser based in Charlestown, New South Wales, with 1 year of experience in the financial services industry since 2025. Jordan is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Jordan holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Jordan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register