Jordan Porter

Practice Manager at Insight Wealth Planning

Jordan launched her financial services career with Insight Wealth in 2014, driven by a passion to make a meaningful impact. Her dedication and exceptional skills have led her to become our Practice Manager.

With her excellent organisational abilities, problem-solving skills, and deep industry knowledge, Jordan effectively manages the essential behind-the-scenes operations of our office. Her efforts ensure that Insight Wealth remains a leader in the industry, providing top-notch service to clients. She plays a key role in adapting to industry changes, integrating new technology, and maintaining efficient processes.

Jordan’s bright and friendly outlook, combined with her unwavering enthusiasm, has earned her a reputation for building strong connections with both clients and staff and other industry professionals. She takes great pride in her role within the team and finds immense satisfaction in helping clients achieve their financial goals.

Her contributions have not gone unnoticed, earning her numerous accolades, including being a finalist for ‘Practice Support of the Year’ from 2015 to 2021. In 2022-2023, she won the ‘Practice Support Excellence Award’ within the GPS Wealth Dealer group. Jordan has also been nominated for the ‘Office Administrator of the Year’ in the Women in Finance awards for 2023.

A Lake Macquarie resident, Jordan enjoys spending her weekends with family and friends or staying active at the gym.

If you’d like to learn more about Jordan’s achievements and award nominations, please follow the link below.

Dean Watts
Laura Bastian

Meet the Insight Wealth Planning team

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