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.
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 is a Director and owner of Pinnacle Advice. Jason has over 20 years of experience as a Financial Planner.
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.
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.
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.