Financial Adviser · SEAFORD, VIC

Jordan Dale Vaka

SEAFORD, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000335966

Currently at

Planningsolo Licensing

Seaford, VIC (firm address)

View firm profile

About Jordan Dale Vaka

Jordan Dale Vaka is a financial adviser based in Seaford, Victoria, with 17 years of experience in the financial services industry since 2009. Jordan is currently authorised under Planningsolo Licensing. Jordan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jordan holds a Bachelor of Commerce from Deakin University. Jordan is a member of Certified Independent Financial Advisers Association (CIFAA) and Financial Advice Association of Australia (FAAA).

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

2006

Bachelor of Commerce

Deakin University

Registration History

Planningsolo Licensing Pty Ltd

Jan 2021 - Present Current

Synchron Advice Pty Ltd

Mar 2015 - Jan 2021 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Mar 2013 - Mar 2015 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Feb 2013 - Mar 2013 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Jun 2010 - Feb 2013 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Mar 2010 - Jun 2010 Ceased

Canaccord Genuity Financial Limited

Mar 2009 - Jun 2009 Ceased

Source: ASIC Financial Advisers Register