At Steel Lake Advisory Services, we understand that financial planning is about more than just managing money—it’s helping you manage, grow and protect your wealth.
As experienced financial planners in Newcastle, we help individuals and families take control of their financial future through personalised advice and proven strategies.
AR no: 1007040
AR no: 1006950
Jace Cordell is our Principal and Senior Financial Adviser.
Jace spent the early years of his career providing financial advice in an established national wholistic advice company where he gained invaluable experience in a wide range of financial services and advice strategies. His passion for building relationships with people and providing a quality advice enabled him to successfully grow into a senior registered financial adviser and open the financial planning business in Newcastle in 2015. Since then, the business has expanded the service to cover Lake Macquarie, Newcastle, and The Central Coast, and now has clients Australia wide as well as internationally.
In 2017, Jace Cordell was recognised at a national level and was awarded The Mortgage Choice National Adviser of the Year. This prestigious award is designed to recognise financial advisors who deliver the highest standard of professionalism and champion excellence in financial advice. This accolade is a synonymous with Steel Lake Advisory Service’s ethos – we truly pride ourselves of providing high quality advice and are passionate about the relationships we form.
Jace was also named a finalist in the Young Leaders in Finance Awards 2018 within the ‘Regional Professional of the Year’ category. This accolade uncovers and recognises leaders in the financial space and celebrates emerging talent who are driving change.
Jace has a Bachelor of Business (Financial Planning) from RMIT and is registered with the Tax Practitioners Board to give tax financial advice.
He has spent some time in the United Arab Emirates providing international advice to clients from all over the world. Now he is settled back home advising families in Australia with his wealth of knowledge and experience.
Jace believes the most rewarding part of being a financial adviser is helping people realise and achieve their financial goals so they can spend more time focusing on the other things in their life.
He takes great pride in providing tailored advice for his clients on areas such as tax minimisation, wealth creation, risk protection, superannuation, and retirement planning.
In his spare time, Jace enjoys experiencing local bars and restaurants. He is an avid supporter of Chelsea Football Club in the English Premier league and the Formula One. He never misses a game or race, which explains some later starts in the office on a Monday morning. Jace enjoys travelling and is always planning the next trip. Whether that be to see family in Melbourne and Brisbane or taking off overseas to catch another Premier League game and see more of the world.
Email [email protected] or call Jace on 0419 661 381
Paul Wheeler is an established and trusted qualified Financial Adviser with over a decade of experience helping clients achieve their financial and lifestyle goals and plan for a secure future. He has dedicated his career to offering personalised, comprehensive financial strategies for individuals, families and businesses.
Specialising in superannuation, personal insurance, retirement planning, investments, tax efficiency, and estate planning, Paul guides clients through complex financial decisions, ensuring each strategy aligns with their unique goals and values.
Believing in a client-centric approach, Paul emphasises the importance of understanding each client’s financial needs, goals, and values. He is dedicated to creating comprehensive, adaptable financial strategies that grow with his clients’ lives and the ever changing market landscape.
Known for his commitment to transparency and integrity, Paul prides himself on building lifelong relationships with his clients. He takes time to educate clients about their options, empowering them to make informed decisions with confidence and peace of mind.
Outside the office, Paul coaches a local soccer team, is very involved in his children’s sporting activities, and spends endless hours driving to and from their soccer and dancing commitments. In his free time, he enjoys spending time with his family and friends, watching the Newcastle Jets and Manchester United games, playing golf and getting outdoors into nature as much as possible.
Paul welcomes new clients and is committed to helping them navigate their financial journey.
Schedule a meeting to take the first step towards achieving your financial goals with confidence and lasting security.
Email [email protected] or call Paul on 0418 731 078
Shayna is our client services officer and your first point of contact, offering a warm welcome whether you’re calling the office or visiting in person. Behind the scenes she is the oil to the machine, managing everything from product research and account administration to complex service requests with seamless efficiency.
A graduate of the University of Newcastle Business School, Shayna has been with Steel Lake from inception, proudly embedding the highest standard of core values and service for our clients.
Outside of the office, Shayna enjoys an active lifestyle, surfing, snowboarding, and fishing. She appreciates high-quality coffee (or a margarita, depending on the hour) and believes the best holidays involve sunshine, great food, and adventure.
Email [email protected] or call 0473 002 017
As a dedicated Administrative Assistant with a focus on financial planning, Marc plays an essential role in ensuring smooth operations and supporting the day-to-day needs of both clients and financial advisors.
With a strong background in administrative support, Marc helps streamline processes, assisting with client communications, and the preparation of financial documents, reports, and other critical documentation.
Marc is skilled in handling sensitive client information with discretion and confidentiality. Known for his organisational skills and attention to detail, Marc works diligently to support the team in providing a seamless client experience. Additionally, Marc assists with client onboarding, document management, and maintaining accurate records, contributing to the overall efficiency and effectiveness of the financial planning team.
With a deep commitment to providing exceptional administrative support, Marc ensures that clients’ needs are met promptly and that advisors have the resources they need to deliver comprehensive financial strategies. His dedication to excellence, along with a strong understanding of financial services, makes him an invaluable part of the team.
Outside of the office Marc is a big UFC fan. He enjoys fantasy literature, graphic novels and video games like Pokemon and Monster Hunter. He also loves to get outdoors and visit tiny coastal resort towns on holidays.
Kristen Hadley is our Client Services Manager and brings a wealth of experience in administrative support and operational coordination across the financial planning and accounting sectors. Having worked extensively alongside senior advisers through various organisations, Kristen has developed a deep understanding of the industry and a proven ability to manage complex advice, products, and portfolio administration with ease.
As a key point of contact for our clients, Kristen’s primary focus is the implementation of advice. Whether she is establishing new accounts, processing transactions, or preparing compliance documentation, Kristen ensures that every stage of the
professional service delivery is handled with meticulous attention to detail, implemented smoothly and efficiently.
Kristen is an NSW Justice of the Peace and prides herself on her ability to build genuine rapport with the people she supports. Most clients will interact with Kristen during the initial implementation phase of their financial journey with us.
Outside of the office, Kristen’s life takes a high-octane turn as a rally car co-driver for her husband. This might come as a surprise given her softly spoken and polite nature, but much like her role at Steel Lake, success on the track depends on her clear communication, composure, and precision under pressure. Deeply involved in the rally community, she serves as Treasurer for the local track and volunteers at events. When she isn’t strapping on the race helmet or managing the club’s books, Kristen loves a great Italian restaurant – she and her husband will travel great distances to seek out delicious gnocchi.
Kristen is a dedicated professional who thrives on contributing to the ongoing success of our team and the financial well-being of our clients.
Email [email protected] or call Kristen on 0477315919
