About Me
Jack Gorgon
CERTIFIED FINANCIAL PLANNER | Chartered Fellow CISI | Chartered Wealth Manager | CIMA Management Accountant | Certified Data Analyst | Chartered Marketer
Welcome
My Professional Profile
In the ‘credentials’ section below you will find a list of my current certifications and skills (broadly in the fields of accounting, investments, marketing, financial planning, real estate and data). The bio tab explains much more about the ‘experience’ or ‘completed projects’ boxes.
Pursuing Excellence
Constant Change
- WEALTH ADVICE | ACCOUNTING & FINANCE | DATA & TECHNOLOGY
- REAL ESTATE | MARKETING & SALES | INVESTMENTS
I follow a personal philosophy of ‘constant development/improvement’ based on the Japanese concept of ‘kaizen’ which means, literally, ‘good change.’ I encompass this idea with my work ethic, knowledge-base along with an interest in the application of modern and emerging technologies and methodologies. In my view, the only constant is change in an infinitely variable universe.
Kaizen 'Good Change'
Outcomes Matter
I follow the premise that we must work towards defined outcomes
Simplicity is Beautiful
A sculpter removes excess to create a work of art. Simplification, reductionism & efficiency are often elegant (and profitable).
Frictionless Teamwork
In my view a high-level team should work without friction. High performance at that level takes selection & training.
Data Is Capital
In a connected world, curating and analyzing data is a primary way to obtain competitive advantage.
I HAVE STUDIED WITH THE ORGANISATIONS BELOW
My Credentials
Skill Set
I am a specialist with decades of experience. I still have a lot to learn.
Wealth Planning
A range of qualifications in UK (& international) wealth.
- CERTIFIED FINANCIAL PLANNER
- Chartered Fellow (Financial Planning) of the CISI
- Level 6 Diploma in Financial Planning (CISI)
- Level 5 Diploma Private Client Advice (CISI)
- Level 4 Certificate in Paraplanning (CISI)
- Affiliate of the Society of Trust & Estate Practictioners
Investment & Securities
A range of qualifications mainly UK regulatory ones.
- CHARTERED WEALTH MANAGER
- Chartered Fellow CISI
- Level 4 Investment Management Certificate - CFA Society (UK)
- Level 4 Investment Advice Diploma-Equities (CISI)
- Level 4 Investment Advice Diploma - Derivatives (CISI)
- Series 65 (USA) - NASAA
Data & Marketing
A skill-set verified by some marketing certifications.
- CHARTERED MARKETER
- Full Member Chartered Institute of Marketing
- MSc in Marketing
- Level 7 Postgraduate Diploma in Marketing
- Google Analytics & Adwords Certifications
- Hubspot Certifications (Various) -Social Media, Inbound, Content Marketing, Email Marketing
Accounting & Tax
Management accounting. Developing my tax expertise.
- CHARTERED INSTITUTE OF MANAGEMENT ACCOUNTANTS - Full Program - Level 7
- Member of the Association of Accounting Technicians
- Full Member of the Chartered Management Institute
- Studying - Enrolled Agent (USA)
Commercial Real Estate
Advanced courses in commercial property held by CCIM Institute of USA.
- CI 101 - Financial Analysis for Commercial Investment Real Estate
- CI 102 - Market Analysis for Commercial Investment Real Estate
- CI 103- User Decision Analysis for Commercial Investment Real Estate
- CI 104 - Investment Analysis for Commercial Investment Real Estate
About Me
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What People Say About Me
Jack has been the most professional and results-orientated manager I have had to date.He always keeps a postive friendly atmosphere and motivates us to go the extra mile.
Jack is a dedicated and hard-working manager. He focuses on the bottom line and gets things done for the team.
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FAQs
More Questions on FAQ Page
01. How can I contact you?
You can use the various ways on this site (contact form, email etc.)
02. Why did you set up this site?
This is designed to be a concise summary of my profile. I have found that I have been in situations where people have only seen ‘one aspect’ of my profile (e.g. as a wealth manager or marketer). Sometimes I felt I needed to ‘market myself’ a little better. This way, a quick glance can provide a reader with a lot of relevant information. Its also a simple way to contact me. Also, I think that there is just too much ‘noise’ on social media sites like Linkedin.
What is your profession?
I firmly believe I have just one profession as I feel the 6 fields I am educated/experienced in are related, complementary and synergistic. For example, real estate often relies on finance and capital. A financial planner needs to be a good marketer and modern management accounting is related to data analytics and coding. The military and sport also have their lessons to apply to organisations and individuals.
What are your politics?
None. I don’t do politics.
I have more questions !
Check out the FAQ page for more!