Looking for a Financial Advisor Newcastle?

Let our Financial Advisor in Newcastle help with your financial planning needs

Financial Advisor Newcastle

Our financial planning expert and financial advisor in Newcastle, wants to help you achieve the financial freedom needed to realise your life goals.

Our local Mortgage Choice Financial Adviser servicing Newcastle and Lake Macquarie is Jace Cordell. A little more about Jace...

 

Meet our Newcastle Financial Planner - Jace Cooper

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"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."


Professional Qualifications of our Financial Planning Newcastle Expert

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Certificate IV in Business Sales

 

Getting the RIGHT financial planning help is important so make sure you select the RIGHT financial advisor to secure you and your family’s financial future.

Call your Local Mortgage Broker in Newcastle & Lake Macquarie today!

0487 777 477


Contact us today.


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