About Us

Why should you work with us?
We will give you the education and guidance to help you manage your money and secure your future.

Jace Cordell, Founder & Chief Financial Advisor

Steel Lake Advisory Services  started from humble beginnings like our Senior Adviser and Principal, Jace Cordell. Born and bred in the ‘Steel City’ of Newcastle and Lake Macquarie, Jace was inspired to help people achieve their financial goals after seeing someone close to him experience both financial and emotional pain from poor investment advice. Their best interest was not put first, and they were not educated on the risks.

As a Financial Consultant, Jace prides himself on having a trusting and honest relationship with his clients, to ensure they fully understand their financial strategy and to ultimately achieve their desired outcomes. 

He has built the business on this philosophy. Opening in 2015 as part of the Mortgage Choice Financial Planning (FinChoice) franchise, then changing name and licensee in 2021 to what it is today. 

Whilst Steel Lake Advisory Services has expanded from Newcastle and Lake Macquarie, to now providing personal financial advice to clients across Australia and internationally; we have stayed true to our roots and will continue to maintain our personalised, client focussed approach at the core of what we do.

We enjoy seeing that we can make a difference to our clients’ financial wellbeing and lifestyle. We 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.

The personal financial advisors from Steel Lake Advisory Services work with a wide range of clients across Australia and Internationally – aged from early 20’s to late 70’s – and provide financial advisory services specialising in tax minimisation, wealth creation, personal insurance, investments, superannuation, and retirement planning strategies.

Our Approach

Complex made simple​

We provide you with the education you need to clearly understand your financial strategies.

You are unique​

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.

Find an Experienced Financial Advisor Today

At Steel Lake Advisory Services, our team of financial planners can provide a complete, transparent online consultation and financial planning service. Our costs are transparent, so you know our exact fee before proceeding with financial advice.

As experienced financial planners in Newcastle and Lake Macquarie, we help individuals and families take control of their financial future through personalised advice and proven strategies.

Lake Macquarie Financial Advisor
About Us