Kate Jordan

Kate manages the risk and compliance program for New Forests’ group of companies and funds under management across Australia, New Zealand, Singapore, and United States including the risk and compliance systems, policies, training, and regulatory obligations. Kate supports and advises New Forests’ personnel with their risk and compliance obligations as well as monitors the firm’s activities to enable New Forests to comply with relevant laws, regulations, and internal policies. In her role, she is also responsible for ensuring New Forests complies with the obligations from holding an Australian Financial Services License, a Registered Investment Advisor with the Securities Exchange Commission, and Capital Market Services License from the Monetary Authority of Singapore. Kate manages internal and external risk exposure by ensuring that the systems and controls are effective and relevant while encouraging a culture of compliance and ethical standards. She has previous experience in the financial services sector across custodial, investment, and funds management businesses including operational risk management and portfolio compliance monitoring. Kate has Bachelor Degree in Business from the University of Technology and a Certificate IV in Compliance and Risk Management. She is also a Certified Anti-Money Laundering Specialist (CAMS) and an Associate accredited member of the Governance Risk and Compliance Institute (AGRCI).

New Forests

Sydney

Level 23
141 Walker Street
North Sydney, NSW 2060
Australia
Ph: +61 2 9406 4100

Mailing Address

PO Box 434
North Sydney, NSW 2059
Australia

New Forests

Singapore

1 Raffles Quay
#09-05, North Tower
Singapore 048583
Ph: +65 6817 8620

New Forests

San Francisco

235 Pine Street
Suite 1475
San Francisco, CA 94104
United States
Ph: +1 415 321 3300

New Forests Timber Products

Melbourne

Level 10
492 St Kilda Road
Melbourne, VIC 3004
Australia
Ph: +61 436 675 880

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