Pinnacle Advice is a professional Wealth Management firm based in Ballina. Our area of expertise include; Retirement Planning Advice, Portfolio Management Services, Strategic Superannuation and SMSF advice.
Keen to help x Experience + Qualified = Outstanding Outcomes
We have assembled a team of professionals with talent, training, experience and a sincere passion for people
Certified Financial Planner
Berenice is a Director and Co owner of Pinnacle Advice. She is Certified Financial Planner and has over 21 years experience as a Financial Planner.
Tracey is our Office Accountant, our CFO. She is a Certified Practising Accountant (CPA) and holds a Bachelor of Business. Tracey’s role is ensure all the finances of the business runs smoothly. Whilst not organising the finances for us, she spends her time between acting as a bookkeeper for several other firms and working part time with a local accounting firm.
Lea assists the advisers in preparing strategies and advice documentation. Lea holds a Diploma of Financial Planning and has worked at places such as Retireinvest and as Financial Planner at the Summerland Credit Union. When not workings she spends the rest of her days singing and chasing fur children.
Client Services Officer
Karen is well qualified, holding a Bachelor of Business (Accounting) degree. She has extensive experience in the accountancy and retail fields. Prior to joining Pinnacle she worked as a Accountant, running her own business. In her spare time she’s busy running an online clothing store and works as a volunteer for Northern Rivers Animal Shelter.