At Pinnacle Wealth Management, we believe our success derives, at least in part, from the value we place on client relationships, both their quality and longevity. This begins with recruiting dedicated Financial Advisors and Practice Managers who are equal to the task of meeting your needs, now and over time. All Pinnacle Financial Advisors are Certified Financial Planners (CFP), degree-qualified or hold appropriate professional qualifications that equip them to operate to the highest possible ethics and standards. All undertake ongoing professional development training in accordance with ASIC requirements.



Partners

Merrick Shipp / Partner



CFP®, DipFP, FFin, Authorised Representative

Merrick has decades of experience in the financial services industry, having held positions in corporate and private banking within Australia and internationally. An original founding Partner of, and the inspiration behind, Pinnacle Wealth Management, he has spent the last 12 years managing the practice and providing solid financial guidance and mentoring to private clients. His strong client service focus, combined with his extensive knowledge and experience of every aspect of wealth creation, supports the extraordinary success story that is Pinnacle Wealth Management. Merrick is a well known and highly respected member of the Australian financial services industry and is an authoritative voice in the financial planning arena.


T: (08) 8312 0000  E: mshipp@pinnaclewm.com.au   AR no: 246145



Chris Launer / Partner


Chris Launer
CFP®, DipFP, SSA, Authorised Representative

Chris has been in the financial services industry for well over 20 years and, for the last 17, has worked as a private client advisor. A former long-standing employee of the highly respected trustee company, Australian Executor Trustee and now a Partner in the practice, he provides expert financial planning and wealth management guidance to clients across the board. Chris is a Self Managed Super Fund (SMSF) Specialist Advisor and a member of the Self Managed Super Professional Association of Australia (SPAA). He also has extensive experience of working with direct equities, all forms of personal insurance, including buy/sell agreements and estate planning. His strong instinct for client service combined with an indepth knowledge of sharebroking, financial products and wealth creation strategy, make him a balanced and powerful member of the Pinnacle Management and financial advisory team.


T: (08) 8312 0000  E: clauner@pinnaclewm.com.au AR no: 322538




David Forrest / Partner


BEc (Acc), MBA, CPA, FFin, Authorised Representative

David has been in the financial services industry for almost 30 years. He was one of the founding directors of the successful financial planning and stockbroking practice, Henderson Gregory Forrest, for over a decade. Prior to that, he held senior management roles in companies such as ING, KPMG Accountants and AMP. David was previously Chairman of OAMP’s Superannuation Trustee Board and currently serves as an independent board director for several companies. His extensive experience in all forms of superannuation, including Self Managed Super Funds, stockbroking with a focus on direct share investment, taxation/remuneration planning, Centrelink and business management, equip him to advise expertly on all aspects of financial planning. Those with a particular interest in superannuation/salary packaging, direct share investment or applying for the Centrelink Pension will find him an indispensable ally in formulating and implementing creative and intelligent wealth creation strategies.


T: (08) 8312 0000 E: dforrest@pinnaclewm.com.au   AR no: 298317




Adam Ordelman / Partner


Authorised Representative

Adam has 20 years’ experience in the financial services industry and has worked in senior management positions with some of Australia’s largest banking and financial institutions. An accredited SMSF specialist, he advises on tax-efficient investment, superannuation, retirement planning, Centrelink entitlements, stockbroking, salary packaging, life insurance and estate planning. In recent years, he has integrated sustainable investing into his broader repertoire. One of a limited number of certified Ethical Financial Advisors in Australia, he is a member of the Responsible Investment Association of Australasia (RIAA), and is the Pinnacle Wealth Management advisor of choice for those who wish to grow their wealth in line with ethical principles. Adam is also a key player within the ethical investment industry and is working proactively to develop and promote this increasingly popular sector.


T: (08) 8312 0000 E: aordelman@pinnaclewm.com.au AR no: 338968



Selena Launer / Practice Manager



Selena has over 20 years’ administrative experience in the financial planning and stockbroking industries. Her indepth knowledge of this sector ensures the smooth and efficient day-to-day running of the practice and clear communication with clients and the broader Pinnacle Wealth Management professional community. Selena oversees the Pinnacle Portfolio Management Service, Money Market Management and Dealer Group Management activities and coordinates administrative operations for Pinnacle Wealth Management, PWM Advisor Services and Pinnacle Accounting Solutions. She is responsible for upholding the impeccable client service standards and procedures for which the Pinnacle group is well known.


T: (08) 8312 0000 E: slauner@pinnaclewm.com.au



Gary Matheson / Partner



CPA, CTA

Gary has over 20 years’ experience in professional accounting practice and is the founding partner of Pinnacle Accounting Solutions. In addition to helping clients meet their accountancy needs, Gary has served as Chair of the CPA Australia Small Business Committee and was the CPA representative of the Small Business Development Council. His areas of expertise include taxation for individuals, partnerships, trusts and companies, business consulting, SMSF administration and succession planning. Together, Pinnacle Wealth Management and Pinnacle Accounting Solutions cover a comprehensive range of financial advisory services to enable wealth creation, structuring, protection, planning, compliance and accountability.


T: (08) 8312 0050 M: 0418 841 694 E:gmatheson@pinnacleas.com.au


Financial Planners & Paraplanners


Matthew Anderson / Associate Advisor



AFP®, MApp Fin, Dip FP, BEc, Authorised Representative

Matthew has almost 10 years’ experience in the financial services industry, including four years working in technical advisory and strategic support for the Commonwealth Bank of Australia. He began his career with Pinnacle Wealth Management as a Senior Paraplanner and now, as Associate Advisor, manages the plan preparation and investment research process and provides intelligent financial guidance to private clients. Matthew is also Secretary of the Pinnacle Wealth Management internal Investment Committee, which meets monthly. He is particularly gifted in the technical aspects of financial planning and this, combined with his strong client focus, makes him an invaluable member of the Pinnacle financial advisory team.


T: (08) 8312 0000 E: manderson@pinnaclewm.com.au AR no: 422116



Wayne Everett / Paraplanner



B App Fin, DipFP

Wayne joined the Pinnacle Team in December 2014. Wayne has worked in various roles within the financial services industry, developing his skills as a paraplanner. He holds a Bachelor of Applied Finance degree from the University of South Australia and has completed the Diploma of Financial Planning. Wayne is a member of the paraplanning team, where he continues to develop his professional and technical skills in investment research and the ‘plan and review’ preparation process. He also provides valuable administrative support for the practice.


T: (08) 8312 0000 E: weverett@pinnaclewm.com.au


Client Services


Danielle Long / Client Relationship Manager




Danielle has worked in the finance industry for over 10 years’. Danielle’s current role as a Client Relationship Manager allows her to utilise her indepth administrative knowledge whilst developing new skills within the finance industry. Whilst Danielle provides outstanding support to her fellow Partners, she also adds another layer of experience to the client service team.


T: (08) 8312 0000 E: dlong@pinnaclewm.com.au 



Kelly Collins / Client Relationship Manager




Kelly joined Pinnacle in April 2015 as part of David Forrest’s transition to the Pinnacle Wealth Management office. Kelly has worked in the finance industry since 2009, initially focusing on direct shares/stockbroking administration and client liaison. Since moving to a Client Relationship Manager, Kelly has developed skills encompassing all aspects of financial planning including, client advice implementation and term deposit management. When combined with her experience in the direct share environment, Kelly complements Pinnacle’s existing strong client service team.


T: (08) 8312 0000 E: kcollins@pinnaclewm.com.au



Francesca Giannaros / Client Relationship Manager




Francesca joined the Pinnacle team in January 2017. Francesca has worked in the accounting and wealth management industry for the last 10 years and has developed extensive administration skills along with knowledge within share portfolio and self-managed super fund administration during that time. Since entering into the wealth management industry three years ago, Francesca has gained knowledge of client advice implementation, term deposit management and currently enjoying developing her skills in personal risk insurances.


T: (08) 8312 0000 E: fgiannaros@pinnaclewm.com.au



Dylan Thorn / Client Relationship Manager




Dylan joined the Pinnacle team in October 2015. Dylan is new to the industry and with his eager attitude to learn will develop his knowledge and skills in a dual role within the administrative and para planning teams. Dylan took a side-step from his para planning duties to develop his administration skills further whilst filling in for Kelly Collins during her maternity leave.


T: (08) 8312 0000 E: dthorn@pinnaclewm.com.au



Rosselle Munting / Client Relationship Manager




Rosselle joined the Pinnacle team in September 2017. Rosselle has over 11 years of experience as a Client Services Officer within the financial services industry. Having worked alongside and supporting Managing Directors and multiple Financial Planners during her time. Her extensive experience and knowledge of investments, managed funds and superannuation is an asset to the client service team of Pinnacle.


T: (08) 8312 0000 E: rmunting@pinnaclewm.com.au



Trudy Ordelman / Client Services Officer




Trudy joined the Pinnacle team in February 2015 as part of Sustained Advice’s transition to the Pinnacle Wealth Management office. Trudy provides administrative support to the Pinnacle team and in most instances will be the first welcoming person you talk to and be greeted by when you contact or visit the office. Trudy’s friendly, happy nature is an asset to the client service team.


T: (08) 8312 0000 E: tordelman@pinnaclewm.com.au



Maria Venus / Client Services Officer




Maria joined Pinnacle in August 2017 to provide administrative support to the Pinnacle team. Having worked in the financial planning and financial services industry for a number of years, Maria’s strong administration skills, organisational skills, sound knowledge of the industry and her strong interpersonal skills is as asset to the client service team.


T: (08) 8312 0000 E: mvenus@pinnaclewm.com.au