Jian Da's specialism01Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion.
REP NO. NJD300088471Leadership · Affinity Group
Senior Group Financial Services Director
Jian Da is the architect of Affinity's rise. A Senior Group Financial Services Director advising since 2013, he holds the CFP® and AEPP® designations and a ten-year unbroken run of MDRT honours — five MDRT qualifications, four Court of the Table finishes and Top of the Table in 2024 — alongside Infinity FA's Top EB & GI Advisor award five years running (2021–2025). He led the branch past the $5.2M team gross revenue milestone while building the marketing, seminar and AI systems that power every advisor on the platform. Specialising in Employee Benefits, General Insurance, business protection and high-net-worth estate planning, he brings boardroom-level thinking to families and businesses alike, and invests just as heavily in developing the leaders around him.
Official Infinity FA adviser profile“Build the system, then build the people who outgrow it.”
In Jian Da's words
Credentials & recognition
Jian Da's designations and industry honours — every one of them earned since starting in 2013.
Million Dollar Round Table
10 consecutive years · 2016–2025Designations & awards
Behind the role
Areas of advice

Upcoming speaking engagement
Jian Da joins Infinity Financial Advisory's Recruitment Open House as guest speaker, sharing the mindset, turning points and strategies behind extraordinary results in 30 focused days.
Media & press
Featured conversations, testimonials and coverage — a closer look at how Jian Da shows up beyond the meeting room.
How we can help
Jian Da specialises in estate planning, insurance advisory and investment management, and is backed by specialist pathways across the branch for everything else.
Jian Da's specialism01Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion.
Jian Da's specialism02Understanding what your business is worth today, so buy-sell agreements, funding and succession are built on real numbers.
Jian Da's specialism03Smoothing the peaks and troughs of receivables, payroll and reserves so growth never runs out of runway.
Jian Da's specialism04Structuring loans and liabilities sensibly, with protection in place so debt never lands on family or partners.
Jian Da's specialism05Group hospitalisation, term life, outpatient and dental plans that help you attract and keep good people at a cost that makes sense.
Jian Da's specialism06Keyman, buy-sell funding, property, liability and general insurance, mapped to the risks that could actually stop your operations.
Jian Da's specialism07Preparing the next generation or the next owner, so the business, its people and its value outlast any one person.
More of the team