Additional information

Overview:

Pinnacle Partners was founded by the three Directors of the group – Stephen Heald (Executive Director), Glenn Brearley and Alan Littley, with Funds Manager IOOF having a minority shareholding. The Principals have in excess of twenty years experience each in the Financial Services industry. Not only do they possess strong broad financial planning expertise, but they also bring individual specialist skills and expertise to the Practice. These include, but are not limited to, retirement planning, individual and corporate superannuation and risk insurance consulting to the senior executive market.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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