About Pinnacle Wealth Partners
Pinnacle Wealth Partners is a financial planning firm with offices in Sydney and Brisbane
Our team includes:
Financial Partner
We are a team of financial professionals who are focused on partnering with you to deliver advice on all aspects of your finances from cash flow to investments and insurance. We are committed to maintaining a high standard of service by:
Engaging in open, informative communication
Full transparency on the fees we charge
Maintain professional and honest service at all times
Jason Powell
Director/Financial Adviser
E: jason.powell@pinnaclewp.com.au
M: 0429 556 444
Jason has worked in the financial advice industry since 1999. His diverse experience includes working as a financial adviser, as well as holding a number of senior management and executive roles, both within Australia and Hong Kong.
Outside of work, Jason enjoys spending time with family, playing golf and is a long suffering Carlton supporter.
Jason has completed a Master of Business Administration, Graduate Diploma of Financial Planning, Advanced Diploma of Financial Planning, Diploma of Financial Markets and is currently an Associate Financial Planner with the Financial Planning Association of Australia (FPA).
Whilst Jason provides advice on a broad range of financial planning areas, Jason’s specialist areas include:
Superannuation and retirement planning
Direct share advice
Tax-effective investment strategies
Divorce advice and property settlements
John Stoel
Director/Financial Adviser
E: john@pinnaclewp.com.au
M: 0410 315 484
John joined the financial advice industry in 2007 after spending a number of years working in and managing his family’s successful retail business. For the past 14 years John has been a financial adviser.
Family is important to John and in 2014 John married his wife Lianda and in 2019 they welcomed their twin daughters Harper & Eloise into the world. As a family they are keen Sydney Swans supporters, with his girls getting their first membership at just a few days old!
John has completed a Bachelor of Business, Advanced Diploma of Financial Services and is a Member of the Association of Financial Advisers (AFA).
Whilst John provides advice on a broad range of financial planning areas, John’s specialist areas include:
Superannuation and retirement planning
Self-managed superannuation fund strategies
Tax-effective investment strategies
Direct shares
Pete Coombes
Director/Financial Adviser
E: pete@pinnaclewp.com.au
M: 0432 718 083
Pete joined the financial advice industry in 2005 after managing a number of small businesses. He has worked as a financial adviser and in management, finally setting up his financial advice practice in 2013.
Family is a big part of Pete’s life and he enjoys spending time with his wife and 4 kids. When finding time for himself, Pete is an avid sport-watcher and enjoys participating in triathlons from time-to-time.
Pete has completed a Master of Business Administration, Master of Financial Planning, Associate Degree in Commerce, is a Queensland Commissioner for Declarations and is a long standing Associate Financial Planner member of the Financial Planning Association of Australia (FPA).
Whilst Pete provides advice on a broad range of financial planning areas, Pete’s specialist areas include:
Superannuation and retirement planning
Self-managed superannuation fund strategies
Tax-effective investment strategies
Structuring advice