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Home > Teams > Catrina Jordan

Operations Manager

Catrina Jordan

DipFP

Sydney

Catrina Jordan is the Operations Manager at Apt Wealth Partners, overseeing the day-to-day operations of the Insurance Team and providing support across client service, risk, and business administration functions.

With a background in insurance claims management and a Diploma of Financial Services (Financial Planning), Catrina enjoys helping clients achieve their goals and supporting them through the claims process.

Outside of work, she is an active member of the NSW Rural Fire Service and has proudly served her Blue Mountains community for over 20 years.

General Advice Warning

The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs.  It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Wealth Group of Companies which includes Apt Wealth Partners (AFSL and ACL 436121), Apt Wealth Finance (a Trading name of Apt Wealth Partners), Acceptance Finance (ACL 391715) and Acceptance Finance Australia Pty Ltd (a Corporate Credit Representative of Acceptance Finance – Credit Representative Number 580562) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

Apt Wealth Partners is an incorporated financial services licensee. Our partners or their associated entities are shareholders in the Apt group parent company.

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