JORDYN HARRIS

MEET

Client Services Officer

ABOUT

Jordyn Harris is the Chief Support Officer (CSO) of the Onboarding Department at OakView Financial, where she plays a pivotal role in welcoming new clients and guiding them confidently through the onboarding journey. With a strong focus on clarity, communication, and care, Jordyn works closely with OakView’s financial advisors to ensure every client feels informed, supported, and understood from day one.

Since entering the finance industry in 2020, Jordyn has built a reputation for excellence in both onboarding and client service. Her dedication to team collaboration and commitment to delivering exceptional client experiences have earned her recognition through team contribution and sales performance awards. She thrives in fast-paced environments and is passionate about creating streamlined processes that enhance both client satisfaction and advisor efficiency.

Currently completing a Diploma of Counselling, Jordyn brings a unique, people-first perspective to her role. Her studies reflect her genuine passion for helping others, deepening relationships, and supporting clients through important financial decisions with empathy and insight.

Outside the office, Jordyn enjoys spending time by the beach, discovering new dining spots, and starting her mornings with a sunrise whenever she can. Her positive energy and natural warmth carry through in both her professional and personal life.

Jordyn Harris Corporate Photo

Our Services

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Superannuation Advice

Feel confident about the road ahead with super advice tailored just for you

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Insurance Advice

Expert guidance for your peace of mind and financial security

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Investment Advice

Expert investment advice to secure your financial future

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Retirement Planning

Expert retirement planning advice and strategies

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Wealth Protection Advice

Expert wealth protection advice for long-term financial stability

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Debt Management

Take control of your finances: Effective debt management strategies

Client Testimonials

OakView Financial builds financial plans that empower our diverse range of clients. The cornerstone is the OakView Wealth Cycle.

It begins as a seedling, where no real financial investment strategy or direction is implemented. The analogy of a seedling is used because of its early state, attempting to find its roots in the ground and become something more than a seed.

Steadily, with expert tailored guidance, your financial journey can grow into a trunk and begin to branch out and bloom. Finally, it’s time to let new seeds out as you move into a retired lifestyle – referred to as seeding.

Our Process: OakView Wealth Cycle

  • No growth plan

  • No strategy

  • No direction

1

Seedling (The Beginning)


  • Superannuation

  • Insurances

2

Roots


  • Cash flow and budgeting

  • Principle place of residence (PPOR)

  • Debt reduction

  • Estate planning

3

Trunk


  • Leveraging and gearing

  • Deductable debt

  • Investments (property and shares)

  • Loan to Value / Valuation Ratio (LVR)

4

Branching Out


  • Transition to Retirement (TTR)

  • Trust structures

  • Self-managed super funds

  • Social security strategies

5

Blooming


  • Retire in style

  • Generational wealth

  • Reap the rewards

6

Seeding (The End State)

Contact Us

Take the first step towards financial peace of mind. Fill in the contact form to receive your free investment advice consultation and start your journey towards a secure financial future.

info@oakviewfinancial.com.au
1300 160 796

Suite 201/1 Short Street,
Southport, QLD 4215