Behind the Plans: Wayne's Role in Shaping Financial Strategy
Wayne joined Pinnacle in December 2014. Over the years, he has cultivated a strong foundation in paraplanning, supported by formal qualifications including a Bachelor of Applied Finance from the University of South Australia and a Diploma of Financial Planning.
In his role as Senior Paraplanner, Wayne plays a pivotal part in Pinnacle’s advice process, applying his expertise to investment research and the development of comprehensive financial plans and reviews. His commitment to continuous professional growth ensures he remains at the forefront of industry standards and technical excellence.
Wayne also plays a strategic role in Pinnacle’s Investment Committee, where he contributes expert insights and provides operational support that strengthens the firm’s back-office administration and investment processes.