Jordan Burdon

Benchmark Financial Security

Gold
17 Yrs Experience
Edgeworth, NSW 2285

Recent reviews

Benchmark Financial Security

17 Arnott St
Edgeworth, NSW 2285

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 30
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.90
30 Reviews
5
4
3
2
1
4.90
Clear communication
4.95
Knowledge & expertise
4.85
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 30

Sort by

5.00

"Jordan was extremely helpful in setting up our self managed super fund and life insurance. All aspects were explained very clearly, he ensured we understood the entire process and was available to answer any questions no matter how big or small. Jordan tailored the life insurance for our needs in the event of an unexpected accident or illness and ensured it fits within our budget. Jordan provided detailed methods and strategies for investing that meets our level of knowledge while ensuring we’re building wealth for retirement. Jordan has been so helpful that we’ve already recommended him to friends and family. I couldn’t be more thankful for the help Jordan has provided."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jordan has been amazing! I came barrelling into his office with tonnes and tonnes of questions about super fund, income protection, plus much much more. He was able to explain everything in great detail and defiantly put my mind at ease, we now have a great plan put into action and I am loving the results already. 10/10, top bloke!"

  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jordan is a knowledgeable, personable guy who I’m glad to deal with. 10/10 would recommend to my ageing grandmother and billionaire step-son alike."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"World class service and advice shown by Jordan and his team. They gave me extreme confidence in using them And a excellent long-term plan. I highly recommend."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jordan provided advice for us on all areas of our finances. We use him because he explains things extremely well and provides a range of options that match our needs. He really listens and his advice matches what we are looking for. We highly recommend Jordan for professional service and for his exceptional knowledge across all areas of finance."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jordan has an excellent knowledge base in all areas that we spoke about. He is very professional and articulates himself very well. Jordan gave me some great advice and my Wife and I have a clear direction for our financial goals. I highly recommend Jordan for advise and implementation of your financial goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks Jordan, I do appreciate your 'pronto' attendance to all and sundry - it just gets done."

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Jordan to be knowledgeable, approachable and responsive to my needs."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been with Jordan for a few years now and my financial matters are in excellent health due to the clear and understandable advice regarding retirement, super building and I have recommended his services to my friends."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional A good facilitator Good professional advice A pleasant person to do business with."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2005

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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