Financial Advice in the Lake Macquarie & Newcastle Area
Meet Jace Cordell
Our local Mortgage Choice Financial Adviser servicing Lake Macquarie and Newcastle is Jace Cordell. A little more about Jace...
"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.
Having only been with Mortgage Choice since April 2015, I was proudly awarded Adviser of the Year for 2016.
Born in Lake Macquarie and having grown up in Newcastle, I know the area well. I look forward to helping my local community with their financial planning needs."
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Certificate IV in Business Sales