Jace Cordell

I was inspired to help people achieve their financial goals after seeing someone close to me experience both financial and emotional pain from poor investment advice. Their best interest was not put first and they were not educated on the risks. I pride myself on having a trusting and honest relationship with my clients, to ensure they fully understand their financial strategy and achieve their desired outcomes.

I commenced my financial planning career in 2011 and have since gained invaluable experience in a wide range of financial services and advice strategies. My passion for building relationships with people and providing a quality advice service enabled me to successfully grow into a senior financial adviser and open my own financial planning business in 2015. I spent time in the United Arab Emirates from 2018 to 2019, working with high net worth clients on their international financial planning, and now I'm happy to be back home in Australia.

To keep on top of the ever changing financial environment, I take every opportunity to learn more about the diverse strategies available to enhance my clients' results.

As a professional and experienced financial adviser, I work closely with my clients to understand their financial situation, goals, and objectives. I understand that every individual has unique needs, so I work with them to develop and implement a tailor-made plan best suited to them.

I specialise in wealth creation, personal insurance, superannuation, and retirement solutions.