The Financial Planning Association of Australia The Financial Planning Association of Australia

Peter Jordan, CFP®

Name Peter Jordan CFP®
Company Joredg Pty Ltd T/a ClearWay Advice and Financial Management
Address ClearWay Advice and Financial Management
Innisfail ProfessionalServices Centre
8 Rankin Street
Innisfail, QLD 4860
Phone 07 40780900

I have been involved in the financial services sector for many years, basically since leaving school. I completed a Diploma in Financial Planning which was offered by the Financial Planning Association in Australia in conjunction with the RMIT University. I have since completed my Masters in Personal Financial Planning through the University of Southern Queensland, and a number of other industry specific qualifications.

I have operated our Financial Services Practice since 1989.On February 22nd 2015 I became an Authorised Representative of Keystone Partnership Pty Ltd after spending 17 years or so with Professional Investment Services.

Specialties: Personal financial planning - helping everyday people retire comfortably. This involves personal risk management and investment strategy advice, along with careful consideration of the many taxation issues that may impact on decisions in these areas.

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