Jayden Mitchell

Mba Financial Strategists Pty Ltd

4.70
23 Reviews
Gold
6 Yrs Experience
Unley, SA 5061
Jayden has been a financial Adviser since 2016 and has worked for several large financial companies since 2011. Jayden brings experience, integrity, charisma and a holistic knowledge of financial planning to his clients. With a master’s degree in Applied Finance and graduate diploma in Financial Planning, he is equipped to provide holistic advice solutions. He is able to turn complexity into simplicity for his clients to help them navigate their wealth, including clients' super & pension portfolios. A strong interest in global economic events and investment markets has led Jayden to be able to provide valuable insight for clients. Asset consultancy and portfolio construction/management at an institutional level was the major component of Jayden's master’s degree and academic interest. He enjoys working with a broad range of clients from Gen Ys through to pre-retirees and retirees. Mobile:           0481 132 585 Office:             08 8357 3999 Email:             jaydenm@mbafs.com.au Website:          www.mbafs.com.au LinkedIn:        www.linkedin.com/in/jaydenmitchell

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 23
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Mba Financial Strategists Pty Ltd

77 King William Road
Unley, SA 5061

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.70
23 Reviews
5
4
3
2
1
4.65
Clear communication
4.55
Knowledge & expertise
4.85
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"Great advice. Helped me get everything in order and explained everything so I could understand. Feeling good about my future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I felt very comfortable with Jayden. He took the time to understand my concerns and helped me understand what I need to do - wish I sought advice earlier. I have somewhat of a complex situation and find finance jargon a bit overwhelming. I highly recommend anyone who needs help with their finances or insurances to speak with Jayden. He was very knowledgeable and I feel much better off having sought advice. Thank you"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We engaged with Jayden to deliver a financial plan for our family's future. He was patient, professional, and caring in developing a strategy to achieve our future goals that would provide security and allow peace of mind moving forward. I would not hesitate in recommending Jayden to my friends and family."

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

"Jayden gave me great advice when it came to taking out life insurance and income protection. This is an area that I did not have much knowledge about, and was very unsure about what I should have covered. Jayden was very patient with me and took the time to explain the insurance cover in a way that I understood, he went into a great level of detail and gave me options for my needs. I feel very confident with advice Jayden has given me, and would recommend him to any of my family or friends."

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

"Jayden has always been friendly and eager to help me with financial decisions and over the last 5 years has,provided me with advice that has performed exactly to what was discussed. I trust him totally."

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

"I had multiple super funds and needed to get my savings working better for me. Jayden made it easier for me to plan and manage my investments. We put some protection in place as well. Although it all seemed complicated at the start, he explained things well and I’m confident in what is in place which makes me feel financially secure."

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

"Jayden was extremely helpful in helping me get my financial affairs in order. I had things all over the place and admittedly didn’t pay close attention. He showed genuine care and was thorough in understanding what my needs were. Thank you"

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

"Jayden provided great advice for income protection insurance and has also helped me previously with investments and superannuation advice. He’s clear, concise and transparent with his advice. Great integrity in an industry which is extremely complex and easy to get lost in."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Meetings and discussions with Jayden have always been very informative and he has always been very calm and courteous when explaining everything. Unfortunately a lot of information supplied will take time for me to get my head around, but I feel confident that this will be understood at a later date."

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

"Jayden was always helpful in setting up our retirement plans and products available. I feel confident in Jayden 's knowledge"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2016

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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