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5.00
1 Review

Jason McFadden

Pinnacle Advice

Silver
23 Yrs Experience
Ballina, NSW 2478

Recent reviews

Pinnacle Advice

Shop 11, Seamark Building, 4 Martin Street
Ballina, NSW 2478

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Direction Advice Group Pty Ltd

AFSL 492953

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"A wealth of information and wisdom. Very thorough with great integrity and care about what will work best for you and your unique circumstances."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
1994

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2003

Certificate in Aged Care

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2014

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2001

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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