Spotlight on… Jordan Wheatley
Jordan has worked with the Five Wealth team since his final year of university, joining full-time when he graduated in 2016. Starting as an intern, Jordan has steadily progressed within the firm from junior paraplanner to financial planning manager in 2018. Jordan has showcased remarkable dedication and commitment and achieved the position of Chartered Financial Planner in 2024. We had the opportunity to speak with Jordan about his current role and his aspirations for the future.
Tell us a bit about your role and how it has changed over the years
My role has evolved a lot since I first joined the firm, eight years ago, when I was just starting out in my career, and I’ve continued to learn and grow ever since. From interning during university and joining as a junior paraplanner after I graduated, I’ve worked my way up, completing my exams and gaining relevant industry experience, progressing towards my goal of becoming a Chartered Financial Adviser.
A big achievement of mine has been getting signed off to advise my own clients. My time is currently split between supporting the financial adviser in my team, Steve Hughes, through getting reports prepared, and meeting with my own clients to provide advice, so no day is ever the same. This allows me to learn from an experienced adviser while simultaneously developing my own expertise and building strong client relationships.
What has been your highlight of working at Five Wealth?
Managing clients’ finances and helping them towards their financial goals can be daunting but I’m passionate about what I do, and I’m surrounded by a great team who support and trust me. A career highlight for me was undoubtedly being approved as a financial advisor. Having been a part of the team throughout my entire professional journey has been very fulfilling, witnessing the firm’s growth alongside my own personal and professional development.
A particularly proud moment in my career involved two successful meetings, where I helped two different clients with differing circumstances and financial planning needs, which led to them both becoming clients of Five Wealth. I’m really looking forward to working with them over the long term to achieve their objectives. This experience was incredibly rewarding and fueled my ambition to become an established adviser even more and I can’t wait to continue to build my portfolio.
What are you looking forward to in the future at Five Wealth?
Moving forward, I’m looking forward to building strong and lasting relationships with even more clients, further developing my role as a financial adviser and providing the highest level of financial advice. I am also excited to achieve Chartered Financial Adviser status. While I value the experience and knowledge gained through supporting other advisers, I want to dedicate more of my time and energy to directly serving clients. I want to be able to support the other advisers in driving Five Wealth forward through attending industry events and networking opportunities, expanding our client base and increasing the overall value of assets under management.