Berenice Roberts

Certified Financial Planner

Berenice Roberts

Certified Financial Planner, Director, Authorised Representative ASIC 1006049

“I like providing guidance by making complex issues simple. I often joke with clients that I am multi-lingual, as I can speak fluent Centrelink, taxation and superannuation. For many people, these issues can be like trying to understand another language.”

Berenice is a Director and Co Owner of Pinnacle Advice. She joined Pinnacle Advice in 2017 after working with Stateplus since 2001. She has over 20 years experience in the finance industry. Starting her career in the banking sector, Berenice progressed through to branch management, before becoming a financial planner in 1996.

A high level of technical knowledge and an ability to cut through the complexities of financial regulations allows Berenice to develop strategies that her clients understand and feel comfortable with. Her commitment to ongoing client support and strategy review also ensures Berenice continues to meet her clients needs and expectations.

Married to Peter for over 25 years and with two adult children, Berenice enjoys an active lifestyle including surfing and tennis. She is also involved in a range of voluntary community activities including the Lennox All Girls Boardriding Club.

Berenice is well qualified to help having guided investors safely through many of the market and economic events of recent years. These include the Russian Debt Crisis, the Asian Currency crisis, the 2000 internet dot.com boom and stock market bust, 911 market crash, market falls during the invasion of Kuwait, the Iraq war and finally the Global Financial Crisis (GFC), just to name a few.

Her Qualifications:
• Diploma of Financial Planning
• Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA).
• Registered Tax (Financial) Adviser Number 25707588
•  Justice of the Peace.

Berenice Roberts

I am an expert in the NSW State and Commonwealth Public Sector Defined Benefit Schemes – SSS, SASS, Police, CSS and PSS.

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  • Retirement Advice

  • Superannuation Planning

  • Investment Advice

  • Centrelink Strategies

  • Redundancy Advice

  • Pension Advice

  • State and Commonwealth Super Schemes

If you'd like to contact one of our professional advisers, contact us here

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.