About Us

Active Portfolio Management – We simply help you make better financial decisions with ongoing wealth management, so you can get to where you want to go with a lot less stress.

What we do

Business intelligence using modern technology

About Us

Pinnacle Advice is a professional Wealth Management firm based in Ballina. Our area of expertise include; ongoing management of wealth and your capital, Strategic Superannuation and SMSF advice. We work with those near retirement or retired wanting to outsource the professional management of their superannuation.

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

Jason McFadden

Financial Planner

Jason is a Director and owner of Pinnacle Advice. Jason has over 20 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. When not organising the finances for us, she spends her time between acting as a bookkeeper for several other firms and works part time with a local accounting firm as an Accountant.

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.

Christelle Orchard

Client Services Officer

Christelle is our client Services Officer and is your first point of contact with our firm. Christelle provides administration assistance to our Financial Advisers. Outside of work, she enjoys practicing artwork, and spending time with her daugher and husband.