Tristan Jordan
Financial Adviser in Dingley Village, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000392552
- Location
- Dingley Village VIC 3172
- Licensee
- Blackcrest Group Pty Ltd (AFSL 555615)
- Authorised since
- 1 November 2024
- First provided advice
- 2011
- Qualifications
- Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Professional (2010); Bachelor of Business (Banking & Finance), Monash University (2011); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); FPC007B Client Engagement Skills, Kaplan Professional (2022); Graduate Diploma Financial Planning, Kaplan Professional (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Tristan Jordan
On the Financial Advisers Register kept by ASIC, Tristan Jordan appears as a current financial adviser in Dingley Village, Victoria, adviser number 000392552.
The licensee Tristan advises under is Blackcrest Group Pty Ltd (AFS licence 555615). The current authorisation started on 1 November 2024.
The register records 2011 as the year Tristan first provided financial advice. The qualifications listed for Tristan include Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Professional, 2010), Bachelor of Business (Banking & Finance) (Monash University, 2011) and Diploma of Finance and Mortgage Broking Management (Kaplan Professional, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tristan Jordan a registered financial adviser?
Yes. Tristan Jordan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000392552.
Which licensee does Tristan Jordan work under?
Blackcrest Group Pty Ltd, Australian financial services licence 555615.
What can Tristan Jordan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.