Jace Cordell - Financial Planner

Jace Cordell - Financial Planner

I was inspired to become a Financial Adviser and help people achieve their financial and lifestyle goals after seeing someone close to me experience both financial and emotional pain through poor investment advice.

I pride myself on building open and honest relationships with my clients and putting their best interests first. I make sure that they fully understand their financial strategy and feel comfortable
that it is achieving their desired outcomes.

I enjoy seeing that I can make a difference to my client’s financial wellbeing and lifestyle. I work with each client to implement a personalised plan that best utilises their resources to optimise
their financial position, whilst making sure they are financially protected in unforeseen circumstances.

I have worked with a wide range of clients from early 20’s to 60’s, and have experience in accelerated debt reduction, wealth creation, insurance, property, superannuation, SMSF.

I look forward to helping my local community with their financial planning needs.

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PJ Donnellan & Co

PJ Donnellan & Co

PJ Donnellan & Co is a boutique law firm operating on the Central Coast, NSW, Australia since 1973, guiding you through Planning & Environment, Wills & Estates and Conveyancing, as well as other areas of law.

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