With dedication and commitment to client services, our team will utilise their expertise to empower you with the tools you need to make fundamental life shaping decisions.
Our Services
We are your one stop shop for your financial needs offering Financial Planning, Tax & Accounting and Lending services. Let us help you…
Financial Planning
Design your best life with:
- Retirement & estate planning
- Debt management, budgeting & cashflow
- Wealth creation and protection
Lending Solution
Get the best loan in the market for :
- Purchasing your new home
- Purchasing investment/ commercial property
- Property through Self-Managed Super Funds
Accounting & tax
We can help you complete:
- Individual tax lodgements
- Company income tax obligations
- Company set up & corporate structuring
About Us
We want to be your valued lifelong partner that helps you realise your financial dreams and life goals
Why choose us
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.
Our history
Due to the loss of a loved one at a very young age, Damien experienced firsthand the benefits of a financial adviser relationship. With the desire to do for others what an adviser had done for his family, he set up Jordan Financial Solutions in 2002 and it has become the dedicated one stop financial services shop that it is today.
Recognition
We have been an award winning financial planning practice since inception and below are some of our recent recognition.
2009, 2011 – 2017– 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.
Meet Our Team
Krista Williams
Compliance Manager
Krista joined JFS in June 2017 as the Compliance Manager. She started her
George Katrantzis
Head of Lending
George joined JFS in July 2014 as our dedicated Lending Specialist and has
Marcus Holmes
Chartered Accountant
Marcus joined JFS in January 2014. He is a qualified Chartered Accountant and
Dale Gerreyn
Head of Tax & Accounting, Chartered Accountant
Dale Gerreyn is a very experienced and highly credentialed chartered accountant with over
Stephen Charalambous
Senior Financial Planner
Stephen commenced employment at JFS in May 2013. He has completed a Bachelor
Calvin Barlow
Head of JFS Quality Control & Senior Financial Planner
Calvin has been employed with JFS since October 2010. He has completed a
Tristan Jordan
Director & Senior Financial Planner
Tristan has been with JFS since 2007. He has completed a Bachelor of
Damien Jordan
Managing Director and Certified Financial Planner
Damien has been providing quality advice to his clients over the last 15
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