JFS Heritage

Damien Jordan founded Jordan Financial Solutions in the year 2002, helping individuals, families and small business owners realise their financial dreams and life goals. In the year 2008 JFS introduced a comprehensive accounting and tax arm to the business. In 2014 JFS added another component to our business and offer through our client demand for a lending offer and mortgage broking service to complete the ‘one stop shop’ financial services structure. Our industry experience and unparalleled commitment to client service enables us to provide clients with the optimal financial solution.

We are a young and dynamic team of professionals committed to helping individuals, families and small business owners realise their financial dreams and life goals. We will achieve this through our unparalleled commitment to client service and ability to think laterally in order to provide the optimal financial solution.

With Jordan Financial Solutions, you have the opportunity to grow with us. Our ambition will see us continue to expand organically and through astute acquisitions. However, we refuse to grow for the sake of growing and our size ensures that we can dedicate the energy and resources that are necessary to truly understand and fulfil our clients’ needs. Whatever your current situation is, our aim is to utilise our expertise to empower you with the tools needed to make fundamental, life- shaping decisions.

Our Vision is ‘to be your valued lifelong partner that will enhance your lifestyle.’

We have been an award winning financial planning practice since inception and below are some of our recent recognition.

2009, 2011, 2012, 2013, 2014 & 2015 – JFS were awarded by AMP Financial Planning a GOLD ribbon in the Holt Package. This award ranks us within the top 2% of AMPFP practices within Australia in our segment.

2011 – Tristan Jordan was the worthy recipient of the New Planner of the Year award for AMP Financial Planning in Victoria/ Greater Melbourne.

2013 – Calvin Barlow also took out the New Planner of the Year award for AMP Financial Planning in Victoria / Greater Melbourne.

2015 – Both JFS and Stephen Charalambous were both national finalists within the AMP Financial Planning Practice of the Year and New Financial Planner of the Year categories across Australia.