Jordi Garcia

Company
NZ Financial Planning Co Ltd
Phone
(09) 551 6100
Mobile
(021) 888 336
Website
Areas of Advice
Budgeting, Cash Management, Estate Planning, Financial Planning, Home Equity, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds
Professional Designations
CFP
Profile
B.Com (1982); LL.B. (1984)
Financial Planner since 1987. Certified Financial PlannerCM (CFPCM) Professional since 1991.
Founding co-Director and Principal of NZ Financial Planning Co Limited since 1992.
Awarded New Zealand Financial Planner of the Year Award in 2001 by Good Returns.
Board member of the Institute of Financial Advisers (now FANZ) 2008 - 2014.
Part-time lecturer at the University of Auckland 1991 - 2014.
20 Years Territorial Army service. Awarded Efficiency Decoration (ED) 1991.
Four children.
Service Address

Takapuna
Auckland
Jordi Garcia