Office Gossip

Baby news…

Come early February 2017 Kelly and her  husband Kyle are expecting their first baby, which means Kelly will be leaving us for a short period of time to embark on the wonderful world of motherhood…  Kelly’s last day with us will be Friday, 6th January 2017.  We look forward to meeting her little bundle of joy in the new year.

In preparation for Kelly’s maternity leave, Dylan Thorn has been understudying her role for the past few months and will ultimately takeover from Kelly when she finishes up. Dylan in the past has been involved in our client review preparation and will now be jumping from the para-planning pod to the client administration pod giving him the experience of dealing in another aspect of administration for the practice.

To all of David Forrest’s clients, Dylan will be your go to person should you have any queries.

 

Goodbye Zoë…

For many of Pinnacle’s long standing clients, you would have had some form of contact with Zoë over the years. She blossomed as a young Pinnacle recruit back in April 2007 in our Melbourne Street office. After all of these years we are now having to say ‘goodbye’ as Zoë has decided to take on a new challenge in life—hitting the books and heading back to school (literally) to become a school teacher. Her fun, bubbly nature and friendship will certainly be missed amongst her peers and we wish her all the success in her new endeavours.  Zoë will be with us until the end of January 2017.

 

 

 

 

 

Hello Francesca…

With the closing of one door, we open a new one for Francesca Giannaros who will be joining the Pinnacle team in mid January 2017 as a new Client Relationship Manager. Francesca will be taking the reins from Zoë and will predominately be looking after Adam Ordelman and Matthew Anderson’s administration requirements. We look forward to introducing Francesca when she officially joins us in January.

“Pinnacle always provides an excellent service. [My Advisor] has provided outstanding support to my two daughters and I since the death of my husband in August 2020. I would be happy to recommend this service to others.”
Margaret NRetired
“The Pinnacle team has guided the management of our financial circumstances for over 20 years, successfully navigating at least 3 significant economic cycles. Services have been rendered with total integrity and focus on our personal aspirations. During this time we have greatly appreciated the extension of PWM resources to assist a number of family members responding to particular situations along their personal lives' journeys.
Trevor & Carolyn CConsultants
“Pinnacle Wealth Management, who most importantly created a sound financial future for our comfortable retirement, go way beyond being a financial advisor, providing support to us and our children, as their needs have changed, at a strongly personable level. Their client focus is exemplary.”
Barry TRetired Accountant
“We have been Pinnacle clients for many years and have always found their advice to be considered relevant. The administration team is professional, courteous and timely. No hesitation in recommending the Pinnacle Team.”
Damien WRetired Head of Commercial Banking
“A friend recommended Pinnacle Wealth Management to me, having worked with them on his mother's behalf for many years. I'm so grateful to him - my Financial Advisor is brilliant, totally approachable, not as I'd imagined! I now have much greater clarity about financial management and greater peace of mind. For my money, they're the best financial planners in Adelaide.”
Jackie HCommunications Consultant
 “We are long term friends of [Pinnacle Wealth Management] having been clients since its inception. We have appreciated the professional advice and also the care and friendliness of [our advisor] and staff."
Ian WRetired
"We have been clients at [Pinnacle Wealth Management] for about 20 years. It has been a very enjoyable and profitable time for us. We have been safely steered through the GFC, both our retirements and various other major events that have shaped the nature of financial planning in our world. Through the entire time we have been delighted with the care and careful management of our funds through the leadership of [our now retired advisor] and the friendly and efficient support of all the ancillary staff. He has become a personal friend as well as the person whom we trust implicitly to handle our portfolio and to give us sage and pertinent advice on many areas of our concern. We will miss his presence but we are sure that he has chosen well with [our new advisor], and we look forward to forging a similar relationship with him.'"
Ray & Lyn HRetired
"We have been clients of [Pinnacle Wealth Management] since the inception of the business, about 20 years ago. Overall, we have been very pleased with the long-term handling of our financial affairs, the financial strategy implemented and the regular reviews to make sure we remain on track to achieve our goals. This includes regular informative communications. It has been great to receive sound advice and personalised service, tailored to our needs, covering many different tasks. When an emergency occurred, the excellent and swift service we received from the staff [at Pinnacle] was greatly appreciated. We wholeheartedly recommend [Pinnacle Wealth Management] as a Financial Adviser."
Kelvin & Melanie TConsultant
"My association with [my advisor] began many years ago, with a requirement to diversify my portfolio from bricks and mortar to Australian and International equities. At that time [my advisor] worked for another financial services business. I had no hesitation in following [my advisor] to Pinnacle. [My advisor] has the qualifications, but it is his experience and guidance that have been the founding safeguard for my family and I throughout the varying market conditions. [My advisors] expertise and guidance throughout the years has provided us in achieving our goals along with our family needs. His innovation and tailored strategies have kept us on track in reaching our desired endgame.
Tony SMaintenance
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