Jordi Garcia

Name (Last, First)
GARCIA, JORDI
Company
NZ Financial Planning Co Ltd
Phone
(09) 551 6100
Mobile
(021) 888 336
Address
Takapuna
Auckland
Email
[email protected]
Website
www.nzfp.co.nz
Areas of Advice
Budgeting, Cash Management, Estate Planning, Financial Planning, Home Equity, Insurance Personal Risk, Investment, KiwiSaver / Retirement, Managed Funds
Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
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 Financial Advice NZ) 2008 - 2014.
Part-time lecturer at the University of Auckland 1991 - 2014.
20 Years Territorial Army service. Awarded Efficiency Decoration (ED) 1991.
Four children.
Jordi Garcia