Jordan Tannen

Jordan began his career in the financial services sector in 2016, where he quickly developed a strong foundation in client support and high-volume operations as an assistant adviser. During this time, he gained firsthand experience in the loan application process, assisting with the preparation and submission of lending documents. In 2018, he transitioned into the role of an independent financial adviser, where he honed his loan writing expertise by crafting tailored lending solutions that aligned with each client's unique financial goals. His deep understanding of lending criteria and ability to structure complex loan applications set him apart in delivering successful outcomes.

As JR Finance expanded, Jordan turned his focus to building and optimizing the company’s back-end infrastructure, streamlining loan processing workflows and improving overall efficiency. This allowed advisers to spend more time on strategic planning and client relationships. With a robust system in place, Jordan returned to the frontline in 2025 as a financial adviser, combining his refined loan writing capabilities with broad industry knowledge to offer clients well-structured, results-driven lending solutions.

Vincent Chen

Vincent Chen is a seasoned financial professional with extensive expertise in lending and commercial banking. Beginning his career in 2012 at Bank of Communications in Shanghai, he dedicated seven years to mastering the intricacies of commercial lending. As a commercial loan officer, he played a pivotal role in structuring tailored financing solutions, conducting in-depth credit risk assessments, and managing client relationships. His deep understanding of underwriting, risk mitigation, and regulatory compliance enabled him to facilitate complex financial transactions while ensuring sustainable growth for both clients and the institution.

In 2022, Vincent expanded his professional skill set by earning a Master of Management in Marketing from Massey University. Leveraging his financial acumen in a new capacity, where he applied his analytical mindset and strategic approach to business development.

In December 2024, Vincent joined JR Finance as a Client Service Assistant, further immersing himself in the finance industry. In this role, he continues to apply his extensive lending expertise while broadening his financial knowledge to better serve clients. Committed to helping individuals and businesses achieve their financial goals, Vincent combines his strong analytical background with a client-focused approach to deliver optimal solutions.