« Back

Jordi Garcia

Jorgi Garcia - CFPcm CLU

CFPCM
Board Member

NZ Financial Planning
PO Box 105190
Auckland 1143

Phone (09) 309 3680
Mobile (021) 888 336
Email jordi@akld.nzfp.co.nz

 

 

Jordi is a founding co-director and principal of New Zealand Financial Planning and has over 23 years experience in the financial services industry, with the last 20 in financial planning. Prior to financial planning Jordi worked in the banking and mortgage broking industries and gained experience putting together tax orientated structures for investors. He is a Certified Financial Planner (CFPCM).

Jordi was awarded the 2001 New Zealand Financial Planner of the Year Award sponsored by Good Returns Magazine, for excellence and professionalism within the industry.

For the last 16 years Jordi has also tutored and lectured at the University of Auckland on a part-time basis in Engineering Economics and Management Accounting for the School of Engineering, and Accounting and Personal Financial Planning for the Department of Continuing Education and the University's Centre for Professional Development.

Jordi served for 20 years as a part-time member of the Territorial Force of the NZ Army finishing in 1999 as the Commanding Officer of the 3rd Auckland (CRO) and Northland Battalion, Royal New Zealand Infantry Regiment as a Lieutenant Colonel. He was awarded the Efficiency Decoration (E.D.) in 1992.

Outside of work, Jordi was a member of the Henderson Rotary Club until he 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.