Damien Jordan

Jordan Financial Solutions Pty Ltd

Gold
20 Yrs Experience
Dingley Village, VIC 3172
I have been providing quality advice to my clients over the last 16 years. I have completed a Diploma of Financial Planning, a Diploma of Financial Advising and I am a CERTIFIED FINANCIAL PLANNERâ„¢. I am also a member of the Financial Planning Association. I hold a postgraduate Masters Degree in Financial Planning also.The most important part of the journey is the strong relationship between a financial planner and client. Ensuring there is 'peace of mind' and having our clients best interest at heart is part of the JFS promise.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • 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 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Jordan Financial Solutions Pty Ltd

Suite 4, 14-16 Garden Boulevard
Dingley Village, VIC 3172

Opening hours

  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"We have been a client of Damien's for many years, he has always been positive in his approach to all our needs with financial matters. He has given us support and direction in the transition from wealth creation to retirement. We would have no hesitation of recommend him to our family and friends."

  • Government Assistance
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Government Assistance
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Griffith University
Completed
2016

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2003

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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