Jordi has spent the last 30+ years honing his skills in financial planning. Prior to that, he worked in the banking and mortgage broking industries establishing tax-oriented structures for investors.
A regular presenter of financial planning, investment and estate planning seminars, Jordi has also tutored and lectured part-time at the University of Auckland for many years. In 2001, he was awarded the New Zealand Financial Planner of the Year Award for excellence and professionalism within the industry.
Jordi served for 20 years as a part-time member of the Territorial Force of the NZ Army, during which time he was awarded the Efficiency Decoration (ED) in 1992.
A family man at heart, Jordi was a member of the Henderson Rotary Club until he, his wife and their four teenage children moved to the North Shore. His current interests outside of financial planning revolve around his family, while he also loves to read a good book, kayak and keep fit.