Jason McFadden

Winner of the 2019 Independent Financial Adviser Magazine (IFA) Adviser Excellence Award. This prestigious award reflects our clients' trust and satisfaction, showcasing their confidence in our financial guidance and their willingness to recommend our services to others

"I love helping people retire from their full-time salary—not from life." As a Registered Financial Planner and Director of Pinnacle Advice, I specialize in transforming the "financial mumbo-jumbo" into actionable strategies that make working optional or maximize the likelihood of achieving your goals.

I am a Retirement Specialist Adviser. With expertise in superannuation, investments, and more, I handle the complex, time-consuming tasks so you can focus on what truly matters.

🎯 Career Highlights:

30+ years in the finance industry, with 25 years as a Financial Planner

17 years as a University Lecturer & Consultant (Southern Cross University, Lismore & Gold Coast)

Contributor to financial planning subjects at various Australian and international universities

🏅 Awards & Recognitions:

3x named Top 50 Financial Planner

2019 Winner, IFA Client Servicing Individual of the Year

Finalist, Adviser of the Year (2017, 2018) and Goals-Based Adviser of the Year (2018)

📚 Publications & Media:

Author: "Purpose-Based Wealth Creation in Australia"

Former fortnightly advice columnist for The Northern Star (2010–2013)

Featured contributor in The Ballina Advocate and The Sydney Daily Telegraph

🎓 Education & Certifications:

Master of Financial Planning

Bachelor of Business (Accounting)

Accredited in Aged Care, SMSFs, Margin Lending, and ASX Listed Products

Fellow of the Financial Services Institute of Australasia (FINSIA)