`Achieving Lifestyle Expectations´

F Fin, CFP, DipFP - ASIC No. 246145

Merrick has over 40 years experience in the finance industry having held positions in corporate banking and private client activities within Australia and overseas. He has spent the last 10 years providing wealth management advice to private clients in sharebroking and financial planning disciplines.

His strong client service focus, combined with his extensive knowledge of products and wealth creation strategies, strengthens and complements our expanding Financial Services Team and the services we can provide to our clients.

Phone: (08) 8312 0020
Mobile: 0412 548 618
Email:  mshipp@pinnaclewm.com.au

CFP, DipFP - ASIC No. 246000

Christopher has over 20 years experience in the financial services industry including nine years as a financial planning consultant and 2 years managing a medium size financial planning practice.

A further 4 years has been spent tutoring and coaching financial planning practitioners as the State Dealership Manager for a major Australian financial institution.

Christopher is very focussed on providing key strategic advice in areas of wealth management and financial planning, specialising in wealth accumulation strategies. He is very focussed on delivering premium service to his clients and complements the Pinnacle team in this regard.

Phone: (08) 8312 0021
Mobile: 0403 800 164
Email:  cjeffery@pinnaclewm.com.au

SSA, CFP, DipFP - ASIC No. 322538

Chris joins Pinnacle Wealth Management having over 14 years experience in the financial markets industry, with the past 9 years spent as a Private Portfolio Manager providing wealth management advice to private clients in sharebroking and financial planning disciplines. Chris is a Certified Financial Planner and a SMSF Specialist Adviser of the Self Managed Super Professional Association of Australia (SPAA).

His strong client service focus, combined with his extensive knowledge of products and wealth creation strategies, strengthens and complements Pinnacle's expanding financial services team and the services Pinnacle can provide clients.

Phone: (08) 8312 0022
Mobile: 0401 676 481
Email:  clauner@pinnaclewm.com.au

Dip FP, Dip AII - ASIC No. 245066

John joins Pinnacle Wealth Management having over 20 years experience in the financial services industry including 8 years in a managment position with Professional Investment Services, and 5 years as a financial services consultant and specialist insurance broker.

John has extensive experience in working with other professional advisers including accountants and lawyers to deliver quality advice to clients. 

Phone: (08) 8312 0023
Mobile: 0408 898 072
Email: jmenelaou@pinnaclewm.com.au

Selena has over 15 years of administrative experience and expertise in the financial planning and stockbroking industry. Selena has responsibility of the operations of our Portfolio Management service, Money Market Management activities and Client Service standards and procedures. Her main role involves the management of day-to-day administration of the Practice.

Selena will be taking 12 months maternity leave from mid June 2010 to embark on a new adventure of motherhood for the first time.

Phone: (08) 8312 0025
Email:  slauner@pinnaclewm.com.au

B Ec, F Fin, Grad Dip FP

Sam completed his Bachelor of Economics degree with the University of Adelaide in 2003, and has since completed studies with the Securities Institute of Australia finishing his Graduate Diploma in Financial Planning in 2007.

Sam's position as Senior Para-planner grants him access to all areas of the practice, from client administration to plan preparation and investment research. His role also extends to secretary of Pinnacle's internal investment committee and administrator for direct share portfolios. Previous to his role with Pinnacle, Sam gained valuable team working and interpersonal skills from his work with Deloitte.

Phone: (08) 8312 0024
Email:  skennedy@pinnaclewm.com.au

DFS(FP)

Gary is one of Pinnacle's newest recruits to join the Para Planner team, having completed the Diploma of Financial Services (Financial Planning) in 2009.

Gary made a career change to the financial services industry in 2005 where he initially performed a consultancy project for Pinnacle Wealth Management and subsequently an Office Management role with a small boutique financial planning practice.

Before moving to the financial services industry, Gary worked for Deloitte for over 5 years where he was responsible for the planning, marketing, resourcing and delivery of various consultancy projects and assurance services for Deloitte clients in both the public an private sector. Prior to Deloitte, Gary was the Senior Internal Auditor - Information Systems for Southcorp Limited for 11 years and he also has extensive Information Technology experience from working with a large national computer bureau.

Phone: (08) 8312 0030
Email:  gcooper@pinnaclewm.com.au

B Ec, B. Fin

Zoë completed her Bachelor of Finance degree with the University of Adelaide in 2006 and has successfully completed her second degree in Bachelor of Economics in July 08.

Zoë initially joined Pinnacle as a trainee Para-planner and understudy for Sam Kennedy—Senior Paraplanner and has recently been promoted to greater challengers in her Para-planner role.

Zoë is currently taking a break from her Para-planner duties and is understudying Selena's role as Practice Manager whilst she takes 12 months maternity leave from mid June 2010.

Phone: (08) 8312 0026
Email:  zreed@pinnaclewm.com.au

John has practised in personal financial planning for over fourteen years after a career in senior strategic management for a national wine company. John has been a Certified Practising Accountant (CPA) for in excess of thirty years, until retiring in early 2003. John currently holds a designation of Certified Financial Planner (CFP) and has been installed as a Life Member of the Financial Planning Association of Australia. This great honour of life membership was bestowed upon John in 1997 for outstanding service to the community and the profession, over a significant period of time. John was the second of only five recipients of this award in Australia.

Whilst John has retired from practicing as a Financial Advisor, he still devotes time chairing Pinnacle's internal 'Investment Committee'. 

Phone: (08) 8312 0028 
Email: jmcneil@pinnaclewm.com.au

BA Dip Ed, DFP, CFP - ASIC No. 331928

Kerrin has been a teacher in both state and private schools for 20 years before making a career change to financial planning.  As a Certified Financial Planner, Kerrin has worked with several companies as an adviser, before joining Pinnacle Wealth Management in 2008.  Kerrin is currently Chair of the SA Chapter of the Financial Planning Association and is a commentator on financial issues for SA media.

Kerrin will focus on technical and educational material and events within the practice for both clients and staff.

Phone: (08) 8312 0027
Email:  kfalconer@pinnaclewm.com.au

Katrina is Pinnacle's newest recruit having recently taken over from Tricia Cusack who leaves the work force to concentrate on her young family.

Katrina's work history has seen her involved in reception and administration roles with solicitor firms and the private school sector during intervals over the last 15 years.

Katrina joins Pinnacle to provide administration assistance to the back office. Katrina's role extends to co-ordinating client reviews, transaction processing, client account queries and general office duties.

Phone: (08) 8312 0029
Email:  kgreenshields@pinnaclewm.com.au