About Us

We simply help you make better financial decisions so you can get to where you want to go with a lot less stress.

What we do
Contact Us

About Us

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.

Our Team

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

Berenice Roberts

Financial Planner
Berenice is a Director and Co owner of Pinnacle Advice. She has over 21 years experience as a Financial Planner. 
Click Here to see more about Berenice

Jason McFadden

Financial Planner
Jason is a Director and Co owner of Pinnacle Advice. Jason has over 18 years of experience as a Financial Planner. 
Click Here to see more about Jason

Tracey McFadden

Financial Officer
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.

Position Vacant

Para Planner
We currently have a position available for a qualified and experienced Para-planner. Your role is preparing Statements of Advice, and Records of Advice, and also working with external paraplanners whilst providing adminstration support to the advisers.

Karen Lang

Client Services Officer
Karen is a our client Services Officer and is your first point of contact with our firm. Karen provides administration assistance to Jason and Berenice. In another life Karen was a qualified Accountant and ran a small business.  When not working she is involved with a local animal shelter providing homes  to abandoned and orphan animals.
ABOUT Pinnacle Advice

Pinnacle Advice is based in Ballina and services the area of Lismore, Ballina, Byron Bay, Tweed Heads and Beyond. We are Retirement Planning specialists and our area of expertise includes Retirement Planning, Portfolio Management Services, Strategic Superannuation and SMSF advice.

Pinnacle Advice is owned and operated by the firm’s advisers Jason McFadden and Berenice Roberts, both representatives of Direction Advice Group.

FIND US AT
  • Shop 11, 4 Martin Street Ballina NSW 2478
  • 02 6686 3579
  • info @pinnacleadvisory.com.au
Financial Services Disclosure

Pinnacle Advice Pty Ltd as trustee for the Pinnacle Advice Unit Trust (Pinnacle Advice) is a corporate authorised representative number 1258793 of Direction Advice Group AFSL 492953 ABN 68 614 150 533

General Advice Only

The information on this website is provided as general and factual information and should not be regarded as personal advice. It has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

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