Cameron Jordan

CHPW Financial Pty Ltd

Silver
4 Yrs Experience
Albert Park, VIC 3206
I hold a Bachelor of Commerce, majoring in both Accounting and Finance. Starting at a boutique firm in early 2015 sparked a passion to assist clients in achiveing their needs. My previous work experience as a senior paraplanner, as well as having a high attention to detail, allows me to create financial strategies to ensure clients long term goals are being fulgilled.

Expertise

  • Insurance Protection
  • Financial Hardship

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 12
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

CHPW Financial Pty Ltd

49 Cardigan Pl
Albert Park, VIC 3206

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

CHPW Financial Pty Ltd

AFSL 280201

4.90
12 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Cameron has given me advice and helped me ensure my family is adequately protected. Cameron was able to explain things to me in a clear way. Through Cameron's knowledge and experience, I feel very confident that the advice given was right for my needs. I would have no hesitation in recommending Cameron to anyone looking for a high quality advisor."

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

"Cameron provided advice to my wife and I in areas including income protection, life insurance and total permanent disability. Not only did Cameron consider our individual professionals when obtaining the aforementioned insurances, he was able to tailor the level of cover to our current situation and assist us plan for the future. I feel very confident that Cameron's advice has put us in a strong position to secure our future."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Cameron provided an excellent service and his knowledge and professionalism stood out. I would recommend Cameron to any prospective party wishing to seek Insurance advice."

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

"Cameron spent a great deal of time to ensure that both my wife and I are effectively insured should something happen. He is thorough and very patient, and it helps that he is a really nice chap too!"

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

"Cameron was extremely helpful in not just my personal insurance to protect my family but also in assisting me connect with the right people to protect my superannuation."

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

"'Cameron has given me advice with personal insurance. Cameron was able to explain things to me in a clear, easy to understand way. Through Cameron's knowledge and experience, I feel very confident that the advice given was right for my needs. '"

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

"I had the pleasure of working with Cam on personal insurance, he was clear and concise when offering advice and his approachable nature and efficiency ensured the best outcomes were achieved."

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

"Cameron provided me with advice on Life Insurance and Income Protection products. Cameron was extremely helpful and knowledgeable in the subject matter. His communication was excellent and I would recommend his services."

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

"Cameron has been extremely helpful and knowledgeable in providing us information and explanation on the insurance requirements that we need. He has been patient as it took us a while to reply his emails or calls, and even managed to expedite the process of getting things done appropriately. Will surely recommend his services to our friends and colleagues. Keep up the good work! From Robert & Lynette Martinez"

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

"Cameron has provided me with advise around personal insurance specific to my own needs. I am confident that I now have the correct policies in place that will allow me to continue building towards my financial goals while protecting the means to get there. Cameron was able to explain things to me in a clear yet detailed manor. When discussing personal insurance, it paramount to speak to someone who will have your best interest front of mind, which Cameron surely has. I would not hesitate to recommend his services to friends, family and clients."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Insurance Protection

Qualifications & Training

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2014

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Cameron's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Cameron able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Cameron's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Cameron to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Cameron?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Cameron provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Cameron may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Cameron Jordan
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens