Our Team

Darron is the director of Pinnacle Financial.

What you do outside the office: I love to play golf and will go to great lengths to get a game in every weekend. My favourite football team is the Newcastle Knights and Sydney Swans. Throughout Covid-19 lockdown I have taken up fishing off my jetty with my neighbours and I enjoy spending time at home with my wife and two dogs. My wife and I often like to travel throughout Australia and overseas. My three children have all left home however we always make time to spend with each other, often for dinners or weekends away.

Qualifications: Adv. Diploma Financial Planning. Accredited Mortgage Broker (AMC) and  B.a. Health Science (OT)

Experience: 15 years working as a Financial Adviser

What you provide advice on: Wealth Creation, Retirement Planning and Structures, Risk advice, Debt Advice/ Home Loans

I enjoy working with clients and developing long term relationships with my clients (does this sound stupid?)

Studying: Masters in Financial Planning

What you do outside the office: Most of the time I’m moonlighting as a taxi driver for my son and two daughters who seem to find activities to do every weekend!

Favourite part of the weekend is going for a run with friends in the early morning and then spending time at the beach with my family. I’m looking forward to exploring more of Australia in our caravan – we are so lucky where we live!

Qualifications: Bachelor of Finance, Certified Financial Planner (CFP), Adv Diploma of Financial Planning, Certificate IV in Mortgage Broking

Experience: Financial Planner since 2009 (12 years)

What you provide advice on: Superannuation & Retirement Planning, Self-Managed Super Funds, Personal Insurance, Mortgages & Lending, Investments

What you do outside the office: Massive Rugby League fan, play weekly local Oztag and enjoy the gym and spending time with my wife and 2 young boys.

Qualifications: Adv. Diploma Financial Planning

Experience: 10 years in financial services, 5 years as an adviser

What you provide advice on: Superannuation (Including SMSF), Wealth Creation, Retirement Planning, Personal Insurances, Investment Strategies, Budgeting and Cashflow, Estate Planning, Centrelink

Studying: Master of Financial Planning

What you do outside the office: 2 young children keep me busy. Of a weekend we love going to Nelson Bay, Hunter Valley or Nobbys beach.

Qualifications: Diploma of Financial Planning, Advanced Diploma of Financial Planning, Certificate IV in Finance and Mortgage Broking, currently completing a Masters of Financial Planning through Deakin university

Experience: Worked in the financial planning industry for over 8 years

What you provide advice on:

• Investments strategies (strategic asset allocation)
• Budget and cash flow management
• Debt management (including borrowing for personal and investment purposes)
• Salary packaging
• Superannuation strategies and retirement planning
• Personal insurance
• Estate planning (I am authorised to advise on limited estate planning solutions related to your financial products)
• Centrelink and other government benefits

I am also an accredited mortgage consultant and as a credit representative of AMP Financial Planning I am authorised to provide credit assistance in relation to loan products.

Subject to meeting lender credit criteria, I can advise on loans relating to:

• residential mortgages and home loans
• deposit bonds
• reverse mortgages

Subject to meeting the lender’s credit criteria, along with any additional lender or AFG accreditations, I can also advise on and/or arrange loans relating to:

• commercial loans and commercial asset finance
• SMSF loans
• rural loans

What you do outside the office: I enjoy an active and social lifestyle, when I am not working or studying most of my free time is spent with my fiancé, two dogs, friends and family. You will usually find me walking the dogs around Lambton park, training at F45 Newcastle or enjoying coffee or a meal with friends in one of the many beautiful cafes we have here in Newcastle. My fiancé and I enjoy to travel and try to get away on small camping trips whenever we can.

Qualifications: Diploma of Financial Planning, Advanced Diploma of Financial Planning, Certificate iV in Finance & Mortgage Broking

Experience: 8 years in the financial planning industry through various roles

What you provide advice on:

• Investments strategies (strategic asset allocation)
• Budget and cash flow management
• Debt management (including borrowing for personal and investment purposes)
• residential mortgages and home loans
• Salary packaging
• Superannuation strategies and retirement planning
• Personal insurance
• Estate planning
• Centrelink and other government benefits

Studying: Bachelor of Commerce Majoring in Financial Planning

What you do outside the office: I’m a very social person & love catching up with my friends for a coffee or any outdoor activities, such as camping or going to the beach for a swim. My people personality shines through at work as I really enjoy getting to know people, their goals and researching a way to be able to help put them in the best financial situation possible.

Qualifications: B Math, DFS-FP

Experience: 10 years experience as paraplanner, client service coordinator and associate adviser

What you do outside the office: Cooking and just spending time with the family.

Qualifications:

• Diploma of Financial Planning
• Master of Professional Accounting
• Bachelor of Mathematics

Experience:

• 2 years as an Associate Adviser
• 3 years as an Analyst/Paraplanner

What you do outside the office: Anything outside, preferably in the sun and close to the water.

Qualifications: Diploma of Financial Planning

Experience:

• 3 years Paraplanner/Analyst
• 1 year Advice Implementation
• 3 years Client Service Coordinator

Studying: Currently studying a Bachelor of Business, majoring in Finance and Financial Planning via distance with Charles Sturt University.

What you do outside the office: Summer; being active doing anything outdoors or near the beach. Winter; snowboarding or hibernating to keep warm. Year-round; Catching the sunrise or enjoying a wine.

Qualifications: Certificate IV Finance and Mortgage Broking

Experience: 17 years’ experience in banking and loans

What you do outside the office: On weekends I enjoy spending time with my family and friends and in summer I enjoy being at the beach.

Qualifications: Diploma of Financial Planning (Kaplan), Justice of the Peace (NSW)

Currently studying Bachelor of Commerce, Major in Financial Planning (Deakin University) and completing Certificate IV in Finance and Broking (AAMC)

Experience: I started working in the Financial Planning industry in 2012. Since then I have gained over 8 years of experience, achieved my Diploma of Financial planning and currently studying to achieve the Bachelor of Commerce, Majoring in Financial Planning and to achieve the Certificate IV in Finance and Mortgage Broking.

What you do outside the office: Outside of work I like to go for walks by the lake or beach, catch up with my friends and family, reading books and traveling within Australia and overseas. My favourite places that I’ve travelled to within Australia are Byron Bay and the Mornington Peninsula and internationally are the Bahamas and New York.  I also enjoy finding new local cafes for good coffee and visiting local wineries.

Qualifications: Cert II and III in Business, Diploma of Financial Planning, Advanced Diploma of Financial Planning, Justice of the Peace (NSW)

Experience: I have worked in the Financial planning industry since 2006 – During this time I have worked in many areas including Payroll/ Accounts, Client services (New business implementation and client reviews) and Paraplanning (Product research, Compliance and Statement of advice preparation).

What you do outside of the office : I enjoy spending time with Family and catching up with friends! – taking the kids bushwalking and motorbike riding, and heading away camping. I love a good coffee!! I also enjoy the occasional cake decorating for special occasions to test out the creative side

Experience: Bronwyn joined the financial planning industry in 2010 and has ben part of the Pinnacle team since 2017.

Bronwyn loves working with people and places a high value on client relationships, helping her deliver exceptional client service.

What you do outside the office: Outside of work Bronwyn like to bake, travel and spend time with her family.

Qualifications: Advanced Diploma of Financial Services (Financial Planning), Cert IV in Mortgage Broking, Justice of the Peace (JP)

Experience: 33 years in the Financial Industry, 9 years working for Pinnacle Financial & Investment Services

Qualifications: Bachelor of Business Administration (Majoring in Human Resource Management)

Experience: I have been with Pinnacle since 2008

What you do outside the office: I enjoy spending quality time with my husband, my dog, my family and friends, exercising and enjoying a nice wine!

Qualifications: Cert III Business Admin, Cert IV Bookeeping

What you do outside the office: Hang out with friends, family & my Dog, play sport and Cook.

Experience: Over 10 years’ experience in customer service and client relations working in various industries.

What you do outside the office: I love health and fitness and attend a CrossFit gym regularly. I’m also passionate about supporting charity organizations and am always looking for ways to become involved.

Qualifications: Certificate III in Business

Experience: 3 years’ experience in the financial planning industry

What you do outside the office: I enjoy spending time with friends & family

Qualifications: Certificate III Business Administration, Diploma in Business

Experience: 9 years administrative experience, I started my administration career as a receptionist within an accounting firm in Newcastle and after some time within that role I branched out into a Legal Secretary role in Estate litigation in a firm in Charlestown, in 2017 I started my role as a Personal Assistant within Pinnacle Financial Services where I have grown both personally and professionally. My background in accounting, legal and the financial industry ensures I am well equipped to handle all client enquiries and assist clients wherever possible as a first point of contact.

What you do outside the office: Outside of the office you will find me in the gym, exploring somewhere new on a walking trail or wining and dining with friends.

Experience: 10 years with AMP Newcastle Office and 16 years with Pinnacle Financial

What you do outside of the office: On my non-work days I enjoy playing tennis, taking my dogs to the beach and catching up with friends

Experience: 2 years

What you do outside the office: I enjoy spending my free time with family, friends and my two dogs, Charlie & Rami. I love to travel and visit new and exciting places, though I also love spending quality time at home with family. I have recently begun studying Education at university so I dedicate quite a lot of time to this, though I very much enjoy this as I love learning new things.

Experience: I have 5 years retail experience and have recently starting my administrative career with Pinnacle Financial.

What you do outside the office: In my spare time I enjoy catching up with friends and family, going out to eat, getting out in nature eg. Hikes, going to the beach and overall relaxing.

Qualifications: HSC

Experience: Previously worked as a junior accounts clerk

Studying: Currently studying a diploma of business

What you do outside the office: Socialise with friends & family, draw & paint, go camping and explore new places.