Jace Cordell

Steel Lake

11 Yrs Experience
Warners Bay, NSW 2282

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.


  • 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 4.97
  • Number of reviews 52
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Steel Lake

Suite 13, 478 The Esplanade
Warners Bay, NSW 2282

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
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221