Financial Adviser
· MAIN BEACH, QLD
Tanner Jordan
No disciplinary history on record with ASIC
MAIN BEACH,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271553
About Tanner Jordan
Tanner Jordan is a financial adviser based in Main Beach, Queensland, with 8 years of experience in the financial services industry since 2018. Tanner is currently authorised under Pgw Financial Services. Tanner holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tanner's qualifications include a Bachelor of Business (Banking and Finance from Victoria University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Business (Banking and Finance
Victoria University
2017
Diploma of Financial Planning
Kaplan
2019
Self Managed Superannuation Funds
Integrity Education Group
2020
Advanced Diploma of Financial Planning
Mentor
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
GOLD FINANCIAL PTY LTD
Gold Financial does not allow me to provide advice in specific consumer credit assistance, general insurance, credit, securities and margin lending.
Source: ASIC Financial Advisers Register