Welcome to Pinnacle Wealth Management
With a focus on quality advice, client delivery, and objectivity, the highly qualified team at Pinnacle Wealth Management are dedicated to achieving excellence in financial solutions for their clients.
'Achieving Lifestyle Expectations'
About Pinnacle Wealth Management
Pinnacle Wealth Management is a privately owned financial planning practice established in March 2003 after Principals, Merrick Shipp and Christopher Jeffery, purchased DFS Financial Services from Stockford Ltd, a publicly listed financial services company. Prior to this, DFS Financial Services was the Financial Planning arm of Deloitte Touche Tohmatsu from 1988 until acquisition by Stockford on 1st July 2001. Merrick was the Principal of DFS Financial Services Ltd.
Pinnacle held their dealers license through Securitor Financial Group between March 2003 and June 2009. The pursuit to move towards true independence resulted in Pinnacle Wealth Management being successful in obtaining ASIC approval for its own Australian Financial Services License (AFSL). From 1st July 2009 the new license will be known as PWM Advisor Services which is wholly-owned by the Principals’ of Pinnacle Wealth Management. PWM Advisor Services is an 'AFS Licensee', in which Pinnacle advisors are Authorised Representatives of.