Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Daphne Jordan, CFP, is a senior wealth advisor at Pioneer Wealth Management Group in Austin, TX. She is strongly committed to innovation and thought leadership as evident in her volunteer work in the financial industry. She is a recent board of directors’ chair for the National Association of Personal Financial Advisors.
Jordan is proud of previously serving back-to-back terms as the Association’s audit chair. As the former president of the Austin Chapter of the Financial Planning Association, she initiated the establishment of a Women’s Initiative to empower and grow the Chapter’s female advisor segment.
As a sought-after expert, she has shared her insights and has been quoted in The Wall Street Journal, The New York Times, CNBC, Kiplinger’s and NerdWallet. She also received InvestmentNews’ Excellence in Diversity Rising Star 2019 Award and was named to Investopedia’s 100 Top Financial Advisors of 2021.
Her compassionate approach makes it an absolute joy for her to serve clients. Specifically, she enjoys helping clients develop, implement, and monitor their financial plans as well as supporting their ongoing needs.
Jordan is not only a trusted financial advisor but a catalyst for change who strives to be a driving force behind making financial planning accessible. As a lifelong learner and a former educator, she distinctly understands the transformational power of knowledge and the change it can enact.
One America Square, 17 Crosswall, London, EC3N 2LB
+64 3 379 7622
agreen@specialistrisk.com
linkedin.com/in/gbinsurancelady/
srinsurancesolutions.co.uk
Daphne Jordan, CFP
Senior Wealth Advisor
Pioneer Wealth Management Group
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2017
2018
2019
2020
2019
2022
Lawyers Weekly’s Top 30 Under 30 Property Finalist
2017
Promoted to Senior Associate at MinterEllison
2018
In-House Legal Counsel at L'Oréal Australia and New Zealand
2019
Australian Corporate Lawyers Award In-House Finalist
2020
Joined the partnership at Wynn Williams in the property and commercial team
Appointed to the Property Council NZ Retail Committee
Invited to sit on the judging panel for Lawyers Weekly’s Australian Law Awards
2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
INVESTMENTNEWS RISING STARS 2024 JUDGE
