Catrina Jordan DipFP

Operations Manager

Catrina Jordan is Operations Manager at Apt Wealth Partners, where she is responsible for managing day-to-day operations for the Insurance Team. In addition, Catrina provides training and support to all our client service, risk and business administration areas, ensuring everything runs smoothly, from staff onboarding to team events.

Catrina has a background in insurance claims management and holds her Diploma of Financial Services (Financial Planning). She enjoys working with our dynamic insurance team, helping clients realise their goals and using her knowledge and experience to assist them during the claims process.

Outside the office, Catrina enjoys giving back to her local Blue Mountains community, where she has been a member of the Rural Fire Service for over fifteen years.

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  Location: sydney