Damien Jordan – Managing Director and Certified Financial Planner
Damien has been providing quality advice to his clients for over the last 15 years. He has completed a Diploma of Financial Planning, a Diploma of Financial Advising and is a CERTIFIED FINANCIAL PLANNER™. Damien is also a member of the Financial Planning Association. He is an active sportsman playing cricket competitively and likes staying fit.
Tristan Jordan – Head of JFS Financial Planning & Senior Financial Planner
Tristan has been with JFS since 2007. He has completed a Bachelor of Business (Banking & Finance), a Diploma in Financial Services (Financial Planning) and is a qualified Credit Adviser. Tristan was the winner of the 2011 AMPFP New Planner Award Of Greater Melbourne and Regional Victoria. He is a big supporter of the AFL and likes to socialise with friends. Tristan also became a part owner of JFS in 2013 and is highly regarded in the financial planning industry.
Calvin Barlow – Head of JFS Quality Control & Senior Financial Planner
Calvin has been employed with JFS since October 2010. He has completed a Bachelor of Commerce (Marketing, Management & Human Resource Management) and a Diploma in Financial Services (Financial Planning). Calvin become a part owner of JFS in 2015 and is highly regarded in the financial planning industry. Calvin was the winner of the 2013 AMPFP New Planner Award of Greater Melbourne and Regional Victoria. He is a gym enthusiast, plays cricket professionally and is a passionate Carlton football supporter.
Kyle Duimel – Senior Financial Planner and Accredited Mortgage Consultant
Kyle commenced employment at JFS in October 2009. He is a CERTIFIED FINANCIAL PLANNER™, has completed a Bachelor of Commerce (Accounting, Finance & Financial Planning) Masters of Commerce (Financial Planning, Finance & Insurance). Kyle is also an Accredited Mortgage Consultant. Kyle enjoys going snowboarding, downhill mountain biking and playing golf.
Stephen Charalambous – Senior Financial Planner
Stephen commenced employment at JFS in May 2013. He has completed a Bachelor of Commerce (Finance/Financial Planning) and Bachelor of International Studies (International Relations/Politics). He has a strong passion towards the Financial Services Industry and also has a key interest in property and investment markets. He is passionate towards wealth creation and the importance to start building this process sooner rather than later. Stephen enjoys all sports but has a particular passion for football, In his spare time he enjoys days down at the beach with his family and friends.
Shane Debernardi – Financial Planner
Shane joined the JFS team in June 2014 as a graduate paraplanner & he is now a Financial Planner. He has completed his Bachelor of Accounting (honours). He undertook his major in financial planning and this is where his true passion lies. He is passionate in helping anyone with their financial situations and helping clients look towards the future. Shane loves his sports and outdoor activities, especially his football and fishing. In his spare time he enjoys spending time with his friends and family.
JFS PARA PLANNING TEAM
Michael Wallace – Senior Paraplanner
Michael joined the JFS team in October 2016 as the Senior Paraplanner. My role at JFS is to work closely with the financial advisers to prepare the statements of advice documents that reflect clients goals. I have completed a Bachelor of Commerce (Accouting and Finance) and an Advanced Diploma in Financial Planning. I am also a Financial Planning Association (FPA) member and I am half way through completing my studies to become a Certified Financial Planning. Outside work of I enjoy spending time with my family, friends and dog, Ozzie. I am passionate about all sports, playing cricket and football and supporting Carlton FC.
Simon Wong – Junior Paraplanner
JFS TAX AND ACCOUNTING DIVISION
Dale Gerreyn – Head of Tax & Accounting, Chartered Accountant
Dale joined JFS in 2008 and is an experienced and highly credentialed chartered accountant with over 13 years experience in the provision of advice in the Financial Services industry. As the Head of the JFS Accounting and Tax division, he holds a Bachelor of Business (Accounting), and a Diploma of Financial Services (Financial Planning). He enjoys watching and playing cricket and spending time with his family.
Marcus Holmes – Chartered Accountant
Marcus joined JFS in January 2014. He has recently achieved his Chartered Accounting qualification and also holds a Bachelor of Accounting (Monash University). During his down time, Marcus plays soccer in the National Premier League 1 and enjoys watching both soccer and AFL, in particular Chelsea and Richmond.
JFS LENDING DIVISION
George Katrantzis – Head of JFS Mortgage Operations & Lending Specialist
George joined JFS in July 2014 as our dedicated Lending Specialist and has over 15 years of experience in the financial services industry. He holds a Bachelor of Commerce (Honours in Finance), from Monash University, and a Graduate Diploma of Applied Finance and Investment. Additionally, he also completed a Diploma in Finance and Mortgage Broking Management and is a member of the MFAA. Outside of work George enjoys spending time with his family and travelling to new places.
Franco Mazzeo – Assistant Mortgage Broker
JFS CLIENT SERVICES & OPERATIONS
Suzannah Gilardi – Operations Manager
Suzannah joined JFS in July 2015 as the Operations Manager. She has had a variety of past work experience in the corporate governance space including within Internal Audit, Enterprise Risk Management and Business Compliance within large organisations both domestically and internationally. She has taken on the role as JFS Operations Manager and is responsible for overseeing the ongoing day to day operations of the business, implementing the strategic initiatives and supporting staff in being successful in their roles. On a personal note, Suzannah loves to travel and learning about new cultures.
Gillian Jordan – Project Manager
Kaitlyn Szakacs – Client Services Officer
Kaitlyn joined JFS in February 2015. She is part way through a traineeship in Business Management and Front Line Management at JFS. Kaitlyn has been appointed as our Client Services Officer and is the first point of contact for all non-advice related matters. She also assists in the administration of everyday business and adhoc projects. She enjoys playing Netball and socializing with her friends and family.
April Bowman – New Business Officer
April joined JFS in June 2014. She has completed a traineeship in Business Management and Front Line Management with JFS. April is a New Business Officer and is the first point of contact for all non-advice related matters. She also assists in the administration of everyday business. She enjoys socializing with her friends and travelling.