Jordan Burdon
Benchmark Financial Security
Recent reviews
Benchmark Financial Security
17 Arnott StEdgeworth, NSW 2285
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 30
- First year providing advice 2005
- Years of experience 17
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Expertise
My fees
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
Sort by
Chris, < 35 years, Belmont, NSW
"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
Cody, < 35 years, Merewether, NSW
"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
Harry, < 35 years, Morpeth, NSW
"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
Ryan, < 35 years, Newcastle, NSW
"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
Liz, 46 - 55 years, Fletcher, NSW
"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
Nathan, 35 - 45 years, Kotara, NSW
"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
Greg, 56 - 65 years, Shoal Bay, NSW
"Thanks Jordan, I do appreciate your 'pronto' attendance to all and sundry - it just gets done."
- Government Assistance
- Self Managed SuperFunds
Janine, 56 - 65 years
"I have found Jordan to be knowledgeable, approachable and responsive to my needs."
- Superannuation
- Retirement & Pension
- Socially Responsible
- Tax Strategies
- Growing Assets
Kathryn, 56 - 65 years, Belmont, NSW
"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
Pam, 56 - 65 years
"Professional A good facilitator Good professional advice A pleasant person to do business with."
- Government Assistance
- Retirement & Pension
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
- Opinion
- Services
- Comment
- Questions
- Details
Give your opinion
How often could you clearly understand Jordan's advice and their explanation of how it fitted your needs?
How often was Jordan able to give you full care and attention when you've needed help?
How confident are you that Jordan's knowledge and experience was broad enough to allow them to choose the best options for your needs?
How likely would you be to recommend Jordan to friends and family?
What is your current relationship with Jordan?
What areas were you advised in?
Choose all relevant areas where Jordan provided advice
Add your review comment
A few questions about you
Which best describes you?
How would you rate your financial knowledge? (optional)
Which age bracket are you in?
Your details
Thank you for your review!
Please allow up to 72 hours for your review to be visible on the site.