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.

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

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. 

Jason McFadden

Certified Financial Planner
Jason is a Director and Co owner of Pinnacle Advice. Jason is  Certified Financial Planner and has over 18 years experience as a Financial Planner. 

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.

Lea Martyn

Para Planner
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.

Karen Lang

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.
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 Certified Financial Planners and 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.