Jordan Arvanitakis Email and Phone Number
I am a passionate financial services advocate with a strong desire to deliver the most comprehensive level of financial services to my valued clients that ensures their wealth and prosperity through years of hard work is well managed for growth and protected in a diverse and sometimes volatile financial market. As a partner with Cornerstone Group, I am proud to be among such highly talented and very ambitious team of advisors that make my job that much easier. With 28 years of experience in the financial services industry, I commenced my career specializing in international taxation. Over the years, I further developed my corporate advisory skills in the areas of corporate restructuring, asset protection strategies, business succession planning, superannuation and tax minimization strategies. Presently, I am building a wealth management division within Cornerstone Group to deliver financial planning and debt consolidation services in meeting the financial and business needs of our clients. My key strengths are leadership, teamwork, business development, collaborating and building strategic alliances, along with leveraging technology to better communicate and deliver the highest standard of financial services to my clients.
Cornerstone Financial Group
View- Website:
- cgpa.com.au
- Employees:
- 4
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Business Development And Strategic GrowthCornerstone Financial GroupMelbourne, Vic, Au -
Business Development & Strategic GrowthCornerstone Financial Group Jul 2005 - PresentPerth - Western Australia & Melbourne - Victoria, AustraliaAs head of business development & strategic growth with CFG my responsibilities include the management and strategic development of the firms Melbourne Office. This includes building the financial services division that encompasses taxation consulting, superannuation advisory, wealth management, corporate restructuring and business advisory services.As an Authorised Representative with SMSF Advisers Network, a leading Australian Superannuation advisory panel, I have gained a solid… Show more As head of business development & strategic growth with CFG my responsibilities include the management and strategic development of the firms Melbourne Office. This includes building the financial services division that encompasses taxation consulting, superannuation advisory, wealth management, corporate restructuring and business advisory services.As an Authorised Representative with SMSF Advisers Network, a leading Australian Superannuation advisory panel, I have gained a solid reputation as a Self-Managed Superannuation Fund (SMSF) specialist. My specialist accreditation qualifies me in providing taxation and superannuation advice to the Corporate and Government sectors in the areas of taxation, superannuation & business advisory services. Show less -
Managing DirectorEdge Finanacial Services Pty Ltd Nov 1998 - Jun 2005Melbourne, Australia
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Managing PrincipalJordan & Co. Jan 1993 - Oct 1998St. Kilda, Victoria
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Tax AccountantArthur Anderson Jan 1990 - Dec 1992Melbourne, Australia
Jordan Arvanitakis Skills
Jordan Arvanitakis Education Details
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Pinnacle Financial Services AcademyAsic Rg146 - Self Managed Super Fund Personal Advice Specialist -
Taxation -
Accounting
Frequently Asked Questions about Jordan Arvanitakis
What company does Jordan Arvanitakis work for?
Jordan Arvanitakis works for Cornerstone Financial Group
What is Jordan Arvanitakis's role at the current company?
Jordan Arvanitakis's current role is Business Development and Strategic Growth.
What schools did Jordan Arvanitakis attend?
Jordan Arvanitakis attended Pinnacle Financial Services Academy, Monash University, Monash University.
What skills is Jordan Arvanitakis known for?
Jordan Arvanitakis has skills like Tax Advisory, Corporate Tax, Income Tax, Capital Gains Tax, Accounting, Business Development, Team Building, Customer Service, Leadership, Operations Management, Strategic Planning, Public Speaking.
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