Overview

Pinnacle Wealth Management is a privately-owned, Adelaide-based, ‘fee for service’ financial planning practice that has been partnering individuals, families and business owners in managing their assets for many years. As a privately-owned organisation, our Financial Advisors are not affiliated with any large financial institution and can offer clients objectivity and freedom of choice in constructing wealth creation strategies. Right from the early days, we made the decision not to advertise, but instead let our clients promote us, on the strength of our advice and service. This ‘attraction rather than promotion’ approach has resulted in our steady growth and enabled us to clearly define just what makes ‘the Pinnacle attraction’.

Wealth of experience
The origins of Pinnacle Wealth Management date back to 1988 with the company Deloitte Financial Services, which was later acquired by Stockford Limited and renamed DFS Financial Services. Merrick Shipp was DFS Principal and, in 2003, he and one other retired Partner bought the practice, changing the name to Pinnacle Wealth Management. Chris Launer joined as an Associate Advisor in 2008, and became a Partner in 2012. All Partners bringing with them complementary skills and experience. With a long financial service history and deeply committed management team, Pinnacle offers clients a distinctive opportunity to understand, manage and optimise their financial position under reliable, professional guidance – and benefit from over 125 years of collective financial planning experience.
Objective advice
Because we are not owned or controlled by product issuers such as banks, industry super funds or insurance companies, our Financial Advisors can offer clients absolute freedom of choice, with access to the full range of investment products available. We work on a transparent ‘fee for service’ basis, which means our business model relies on the quality of advice and service we provide, rather than on income derived from other sources. Accountable only to you, Pinnacle Financial Consultants are fully empowered to interpret your needs and provide strategic investment advice, based solely on your best interests.
Personalised service
Unlike large financial institutions with diversified interests and a rotating door style of customer service, we hold a prime service objective – to partner you with dedicated Financial Advisors who will help retain and grow your prosperity. We have a team approach to meeting your needs and provide access to staff at all times who are fully aware of your personal arrangements. From your initial planning session through to implementation, review and rebalancing, you are never without consistent, familiar and reliable support.
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Ethical Foundations

Pinnacle Wealth Management is the trading name of Pinnacle Dealer Services and is not owned, or influenced by, any large institution or corporate agenda. Because we’re a ‘fee for service’ practice, we do not rely on commission-type revenues and base our advice solely on what’s best for you. Pinnacle clients maintain control of their cashflow at all times – we do not conduct a trust account, so investment capital is only ever directed straight to the chosen destination

Regulatory Framework

From the professional and regulatory standpoint, we operate under an AFS* licence, pursue the FPA** code of conduct and fall under ASIC† regulations and governance. We use a number of external national consultants to guide us in our practice management, licencee compliance and external reporting obligations. The combined effect of these measures ensures we meet best practice standards for wealth creation, of great reassurance to clients.

Our services

“Pinnacle always provides an excellent service. [My Advisor] has provided outstanding support to my two daughters and I since the death of my husband in August 2020. I would be happy to recommend this service to others.”
Margaret NRetired
“The Pinnacle team has guided the management of our financial circumstances for over 20 years, successfully navigating at least 3 significant economic cycles. Services have been rendered with total integrity and focus on our personal aspirations. During this time we have greatly appreciated the extension of PWM resources to assist a number of family members responding to particular situations along their personal lives' journeys.
Trevor & Carolyn CConsultants
“Pinnacle Wealth Management, who most importantly created a sound financial future for our comfortable retirement, go way beyond being a financial advisor, providing support to us and our children, as their needs have changed, at a strongly personable level. Their client focus is exemplary.”
Barry TRetired Accountant
“We have been Pinnacle clients for many years and have always found their advice to be considered relevant. The administration team is professional, courteous and timely. No hesitation in recommending the Pinnacle Team.”
Damien WRetired Head of Commercial Banking
“A friend recommended Pinnacle Wealth Management to me, having worked with them on his mother's behalf for many years. I'm so grateful to him - my Financial Advisor is brilliant, totally approachable, not as I'd imagined! I now have much greater clarity about financial management and greater peace of mind. For my money, they're the best financial planners in Adelaide.”
Jackie HCommunications Consultant
 “We are long term friends of [Pinnacle Wealth Management] having been clients since its inception. We have appreciated the professional advice and also the care and friendliness of [our advisor] and staff."
Ian WRetired
"We have been clients at [Pinnacle Wealth Management] for about 20 years. It has been a very enjoyable and profitable time for us. We have been safely steered through the GFC, both our retirements and various other major events that have shaped the nature of financial planning in our world. Through the entire time we have been delighted with the care and careful management of our funds through the leadership of [our now retired advisor] and the friendly and efficient support of all the ancillary staff. He has become a personal friend as well as the person whom we trust implicitly to handle our portfolio and to give us sage and pertinent advice on many areas of our concern. We will miss his presence but we are sure that he has chosen well with [our new advisor], and we look forward to forging a similar relationship with him.'"
Ray & Lyn HRetired
"We have been clients of [Pinnacle Wealth Management] since the inception of the business, about 20 years ago. Overall, we have been very pleased with the long-term handling of our financial affairs, the financial strategy implemented and the regular reviews to make sure we remain on track to achieve our goals. This includes regular informative communications. It has been great to receive sound advice and personalised service, tailored to our needs, covering many different tasks. When an emergency occurred, the excellent and swift service we received from the staff [at Pinnacle] was greatly appreciated. We wholeheartedly recommend [Pinnacle Wealth Management] as a Financial Adviser."
Kelvin & Melanie TConsultant
"My association with [my advisor] began many years ago, with a requirement to diversify my portfolio from bricks and mortar to Australian and International equities. At that time [my advisor] worked for another financial services business. I had no hesitation in following [my advisor] to Pinnacle. [My advisor] has the qualifications, but it is his experience and guidance that have been the founding safeguard for my family and I throughout the varying market conditions. [My advisors] expertise and guidance throughout the years has provided us in achieving our goals along with our family needs. His innovation and tailored strategies have kept us on track in reaching our desired endgame.
Tony SMaintenance
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Pinnacle Wealth Management Advisors are Authorised Representatives of
Pinnacle Dealer Services Pty Ltd, ABN 53 630 368 302, AFS Licence number 513743.

© 2024 Pinnacle Wealth Management
Website & Commercial Photography by Drawcard
Words by Jacqui