Jace Cordell

Steel Lake Advisory Services

Platinum
9 Yrs Experience
Belmont, NSW 2280
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 15
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Steel Lake Advisory Services

604 Pacific Highway
Belmont, NSW 2280

Opening hours

  • 10:00am – 3:00pm Saturday
  • 9:00am – 6:00pm Monday, Friday
  • 9:00am – 7:30pm Tuesday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.95
15 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"We have every confidence in the advice provided"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I contacted Jace looking for advice on planning for early retirement and investment. The plan Jace put together was far better than I had expected and brought everything forward quiet considerably. Everything was explained in a manner that was easy to understand and all questions answered. This was a much easier process than I had expected. Great service."

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

"Jace has given me advice in areas including superannuation, investment strategies and managing debt. Jace was usually able to explain things to me in a clear way. Through Jace's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jace has given me advice in retirement planning.. Jace was usually able to explain things to me in a clear and precise manner.. I feel very confident that the advice will be a great asset as I make my way to retirement."

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

"Jace has given my wife and I advice on Superannuation and Retirement strategies, which also included different ways of budgeting to get the best result for us. At all times I felt very confident with Jace's knowledge and experience, and clear explanations. Jace and his team were very helpful and always available when we needed to talk to them. I am very confident that Jace has given us a very good financial plan for our retirement. The execution of the plan by Jace and his team went ahead smoothly. We highly recommend Jace and his team."

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

"Jace’s obvious expertise in the areas of superannuation, retirement planning, shares and investments was excellent. His knowledge and clear explanation in all of these areas was strong and easy to understand. I was very impressed by Jace’s attention to detail in all areas, whilst making every decision and form to complete very easy and straightforward. I would highly recommend Jace’s financial advice to anyone wishing to have a check up on their financial position and future financial plans."

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

"Jace was extremely friendly, knowledgeable and helpful in helping us plan for our future and get the best return on our investment. Highly recommend."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jace gave us knowledgeable advice to help us set up for early retirement and to protect ourselves with adequate insurance. Jace was excellent at explaining things and could answer all our questions. We look forward to benefiting form Jace's advice in the future."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jace really took the time to help my wife and I with our future. He spent the time in understanding what we wanted to achieve in our life and developed an easy to understand pathway for us to get there. He clearly explained all our different options and really educated us in the various ways we could achieve what we wanted. Ultimately he delivered what a solution that suited our needs and feel much more confident about the future with my wife."

  • Insurance Protection
  • Managing Debt
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very happy with the advice Jace has given me. Would recommend to others for sure Thankyou"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Margin Lending Program

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2020

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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