Jason McFadden

Pinnacle Advice

25 Yrs Experience
Ballina, NSW 2478

Winner of the 2019 Independent Financial Adviser Magazine (IFA) Adviser Excellence Award. This award is based on an independent survey of our clients, reflecting their highest levels of satisfaction, peace of mind, and confidence in their financial decisions. It also highlights their strong likelihood of recommending our business to others.

"I enjoy helping people retire from their full-time salary. Not from Life. I'm a Registered Financial Planner and Director of Pinnacle Advice. I enjoy the financial mumbo-jumbo stuff. I love using all the tools and my knowledge of Super, Centrelink, Investments... all the boring, time consuming stuff that YOU can OUTSOURCE, to help make working optional for you, or to help you maximise the probability of reaching your goals and objectives.


> 30 years experience in the finance industry and 25 years as a financial planner.

> 17 years University Lecturer & Consultant, Southern Cross University Lismore and Gold Coast

> Contributor to Financial Planning Subjects at Various Local & and Overseas University

Awards & Recognitions:

> 3 times named Top 50 Financial Planner

> 2019 Overall Winner, Independent Financial Adviser Magazine (IFA) Excellence Award

> 2019 Winner, Client Servicing Individual of the Year - IFA Magazine

> Finalist, Adviser of the Year 2017, Independent Financial Adviser (IFA) Magazine

> Finalist, Investment Adviser of the Year 2017 & 2018 - IFA Magazine

> Finalist, Goals Based Adviser of the Year 2018 - IFA Magazine

> Semi-Finalist, Adviser of the Year 2018, Association of Financial Advisers

Publications & Media Contributions:

Author, "Purpose Based Wealth Creation in Australia"

Fortnightly Advice Columnist, Northern Star (2010 - 2013)

Featured Contributor, Ballina Advocate & Sydney Daily Telegraph

Education & Certifications:

> Master of Financial Planning

> Bachelor of Business (Accounting)

> Graduate Diploma of Financial Planning

> Graduate Diploma of Applied Finance and Investment

> Diploma of Financial Planning

> Accredited Aged Care Professional (Aged Care Steps Pty Ltd)

> Margin Lending & Gearing Accreditation (Kaplan)

> ASX Accredited Listed Products (ALPA) Accreditation (Kaplan)

> Self Managed Superannuation Funds Accreditation (Kaplan)

> Fellow of the Financial Services Institute of Australasia (FINSIA)

> Justice of the Peace

> Registered Tax (Financial) Adviser

> Completed Financial Planner Exam (FASEA)


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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Pinnacle Advice

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

Opening hours

  • 10:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Direction Advice Group Pty Ltd

AFSL 492953