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 an experienced financial professional with a strong background in commercial lending, banking, and financial advisory services. With over a decade of industry experience across both international and New Zealand financial markets, Vincent is dedicated to helping individuals, families, and businesses achieve their financial goals through tailored lending and strategic financial solutions. Vincent began his finance career in 2012 with Bank of Communications in Shanghai, where he spent seven years specialising in commercial lending and credit analysis. In his role as a Commercial Loan O icer, he developed extensive expertise in structuring tailored financing solutions, assessing credit risk, and managing complex business lending relationships. His strong understanding of underwriting, regulatory compliance, and risk management enabled him to support clients with practical financial strategies designed for long-term growth and success. Driven by a passion for continuous learning and professional development, Vincent completed a Master of Management in Marketing and the New Zealand Certificate in Financial Services Level 5 (Residential Property Lending) at Massey University. These qualifications further strengthened his expertise in business strategy, client communication, relationship management, and financial advisory services.

Since relocating to New Zealand, Vincent has continued to grow his career within the financial services industry. In December 2024, he joined JR Finance, where he gained valuable insights into the New Zealand lending and mortgage market. Through his dedication, professionalism, and client-focused approach, Vincent progressed into the role of Financial Adviser, where he now works closely with clients to provide clear, personalised, and effective financial guidance.

Vincent specialises in home loans, refinancing, investment lending, and business finance. Combining strong analytical capabilities with a genuine commitment to customer service, he takes pride in understanding each client’s unique circumstances and delivering lending solutions tailored to their needs. Known for his honest advice, attention to detail, and approachable nature, Vincent is committed to building long-term relationships and helping clients make informed financial decisions with confidence.