Welcome… Matthew Strickland & Welcome back… Kelly Collins!

 

2021… what a start to the year it has been!

We’re a bit slow off the mark getting our first Pinnacle Brief newsletter out for the year and we do have some office news to share!
Pinnacle has been in a fortunate position to avoid the COVID demise, which we are thankful for and have found the pandemic has actually increased productivity within our industry not only for our existing loyal clients, but traction for new client relationships forged.
This presents an opportunity for the further expansion of Pinnacle and additional growth to Pinnacle’s knowledge bank through new staff recruitment. We welcomed Matthew Strickland in late March as an Associate Advisor and Kelly Collins in early February as a Client Relationship Manager—a familiar face who re-joins Pinnacle after a short stint away.
We also find ourselves having to adapt to a number of changes the Royal Commission have imposed through new legislation changes from 1 July—these will be shared and form part of your next portfolio review with your advisor.
Onwards and upwards as they say!

 

Welcome… Matthew Strickland

Back in September 2020, we shared with you Merrick’s desire for a  gradual transition to retirement, which opened the door for Pinnacle to expand its talent pool within the Advisory team.  Searching for the right person, not only through experience, but as a cultural fit takes time and we are delighted to introduce you to Pinnacle’s newest team member Matthew Strickland.

Matthew joins the Advisory team as an Associate Advisor, bringing with him 18+ years of diversified experience within the financial services industry. Initially starting his craft and technical ability as a para-planner with People’s Choice Credit Union and from 2011 building up to the Financial Advisor he is today. A slight change in direction saw Matthew working within the Industry Super Fund sector and after a few years Matthew found himself reflecting on the importance of non-aligned personal advice, ongoing client service and building long term client relationships within private practice—areas he wasn’t experiencing in his position at the time.

We have no doubt that Matthew’s strong focus on client service combined with his knowledge and passion to deliver in every aspect of wealth creation provides the perfect fit for the Pinnacle team and clients!

On a personal note, Matthew recently celebrated his 40th birthday, exchanged vows in a surprise ceremony with the lovely Caitlin and are both proud parent’s to their son Ollie. In Matthew’s spare time, he’s an avid Crows and AFL supporter, loves a good drop of red wine, dons the apron and cooks up a storm in the kitchen and for a bit of fitness enjoys swimming and a round of golf!

 

Welcome back… Kelly Collins

We welcomed Kelly back to the Pinnacle team in early February, having been away for a couple of years since the change in Pinnacle’s existing partnership and spending some time at home with her two young children Hadley and Flynn.

Kelly is no stranger to the financial services industry, providing client service and administration support for over 10+ years.

Kelly returns three days a week as a Client Relationship Manager—adding another layer of knowledge and experience to our administration team.

 

 

“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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