Jordan Forrest

Apex Advice - Christchurch

Prior to becoming a Financial Adviser, I worked in the water resource sector for 3 years before moving into the financial services sector, representing a large, unlisted, commercial property fund manager as an investor relationships manager responsible for the South Island.

Whilst in that role I achieved my New Zealand Certificate in Financial Services and decided to move into the advice space.

My tertiary studies also include a degree in Finance & Geology from the University of Canterbury, and I intend to pursue further study in the years to come. I really enjoy helping people create a financial plan that gives them the opportunity to achieve their goals, and to walk alongside them on that journey.

Outside of the office I enjoy spending time with my fiancé Clare, exploring the big backyard we have in the South Island. I also enjoy training for basketball and kickboxing, and love the discipline they teach.

 

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