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 & Managers

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David Forrest

David Forrest

Partner
Bio & Contact Details

David Harrison

David Harrison

Partner
Bio & Contact Details

Chris Launer

Chris Launer

Partner
Bio & Contact Details

Selena Launer

Selena Launer

Practice Manager
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Gary Matheson

Gary Matheson

Partner
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Merrick Shipp

Merrick Shipp

Partner
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Financial Planners & Consultants

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Matthew Anderson

Matthew Anderson

Associate Advisor
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De Woolman

De Woolman

Loan Consultant
Bio & Contact Details

Paraplanners & Client Services

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Kelly Collins

Kelly Collins

Client Relationship Manager
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Wayne Everett

Wayne Everett

Paraplanner
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Danielle Long

Danielle Long

Client Relationship Manager
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Francesca Giannaros

Francesca Giannaros

Client Relationship Manager
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Jasmine Smith

Jasmine Smith

Client Relationship Manager
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Desiree Ruby

Desiree Ruby

Client Relationship Manager
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Dylan Thorn

Dylan Thorn

Client Relationship Manager
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Lara Stollery

Lara Stollery

Junior para planner
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Carly Christensen

Carly Christensen

Receptionist
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