Jason McFadden

Certified Financial Planner

Jason McFadden

Certified Financial Planner, Director, Authorised Representative ASIC #310317

Jason McFadden was born and raised in Lismore, his family were one of the original pioneering European settlers in the area. He attended School and University in Lismore and now resides in Lennox Head. When Jason is not busy advising clients or involved in the running of his business, he enjoys spending time with his wife and the beautiful North Coast outdoors.

His Experience:
Jason McFadden has over 23 years experience in the finance industry and 18 years as a financial planner. He started in  the financial services industry in 1994 and has been practicing as a financial planner since 1999. Having dealt with people on a daily basis, from all walks of life and financial circumstances he is well positioned to assist you.

Jason McFadden has 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.

His Qualifications:
• Bachelor of Business (Accounting),
• Graduate Diploma of Applied Finance and Investment,
• Diploma of Financial Planning
• Margin Lending & Gearing Accreditation (Kaplan)
• ASX Accredited Listed Products (ALPA) Accreditation (Kaplan)
• Self Managed Superannuation Funds Accreditation (Kaplan)
• Accredited Aged Care Professional (Aged Care Steps Pty Ltd)
• Certified Financial Planner™ or CFP® qualification from the Financial Planning Association of Australia (FPA).
• Fellow of the Financial Services Institute of Australasia (FINSIA)
• Justice of the Peace.
• Registered Tax (Financial) Adviser Number 25033553.

His Background:
Jason established his own busines JPM Financial Planning in 2009 and the business was renamed Pinnacle Advice upon Berenice joining in 2017. Prior to this he headed up the Financial Planning division of The Summerland Credit Union as their Senior Adviser.

For the last 9 years Jason has been involved in the lecturing, teaching and writing of Financial Planning subjects at Southern Cross University Lismore and the Gold Coast. His material has also been utilised in major Universities in Hong Kong and Papua New Guinea.

Jason McFadden is also the author of “Purpose Based Wealth Creation in Australia”. A guide on how to build wealth based on an understanding of what’s important to you.

He provided a fortnightly advice column in the Northern Star from 2010 till 2013 and his opinions on finance matters have been regularly quoted in that paper, as well as the Ballina Advocate and also in the Sydney Daily Telegraph

His Awards:
Named three times one of Australia top 50 planners. In 2003 and 2004 he was named by the coveted Personal Investor Magazine, now the Australian Financial Review Smart Investor Magazine as one of Australia’s top 50 financial planners two years in a row. He again was named in the Australian Financial Review Smart Investor Magazine in 2009 as one of Australia’s top 50 planners.

In 2017 he was named as a Finalist in Independent Financial Adviser (IFA) Magazine Adviser of the year 2017.

Jason McFadden

It’s sounds dull but I like doing Centrelink calculations, tax calculations, going through super legislation, following share and property markets and all that money stuff. but what I really enjoy seeing is clients faces when I use all those tools to help them, there is this wave of relief on their faces that I’ve fixed something, and I enjoy that the most.

  • Superannuation

  • Retirement Planning

  • Centrelink Maximisation

  • Investment Advice

  • Cashflow Managing

  • Aged Care Advice

  • SMSF Advice

  • Direct Equities and ASX products

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.