Who We Are

- Pinnacle Advisory Services Group Pty Ltd (PASG)

Pinnacle Advisory Services Group Pty Ltd (PASG) is the corporate identity of a group of successful and experienced financial advisers and staff. We are Authorised Representatives who are licenced by Charter Financial Planning Ltd, holders of Australian Financial Services Licence No. 234665.

Our advisers collectively have more than 300 years of experience, with many of our group being Certified Financial Planner members of the Financial Planning Association of Australia.

PASG advisers are located throughout the metropolitan area, with offices located in Ultimo, Sydney City, Cronulla, Miranda, Camden, Penrith, Caringbah, Canberra and Bathurst.

Our clients include individuals, families and corporations at every stage of life. We provide a complete range of financial services such as personal insurance, superannuation, tax effective investments, retirement income, estate planning and assistance with self-managed superannuation.

Team

  • Peter Bergin

    CFP, B.Ec., Grad Dip.Ed, M.Ed(Hons), Authorised Representative of CFPL

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  • Bob Nicolson

    CFP Dip FP JP, Authorised Representative of CFPL

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  • Mark Barling

    CFP JP, Authorised Representative of CFPL

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  • Scott Whitbread

    ADFP, Authorised Representative of CFPL

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Why Us

We apply an ethical and supportive role in our dealings with you and our aim is to provide that same service to the advisers within the group. Knowing that any advice we provide and products we may choose would be subjected to examination and ongoing review should provide our clients with a good deal of comfort.

Sound Financial Planning is necessary if you want to enjoy a secure financial future - no matter what you aim to achieve in life and no matter how much money you earn. A formal Financial Plan is a long-term strategy that aims to create and maintain your wealth, protect it and manage it throughout your life.

Nevertheless, keeping track of all the information required to successfully manage a financial plan is a difficult and time consuming task - well beyond the resources of many people. The financial planner will receive income either by commission or on a fee for service basis.

Your guide to quality Financial Planning

The Pinnacle Advisory Services Group assists people and businesses from all walks of life in reaching their financial goals. As members of an increasingly well-regarded profession, the Pinnacle Advisory Services Group‘s financial advisers pride themselves on the quality of their service and the accuracy of their advice. Our advisers are fully trained professionals, governed by strict industry standards, with the experience and expertise to help you develop and implement innovative solutions to your financial challenges.

Your adviser can also work closely with your solicitor and your accountant to ensure that any legal or taxation issues are addressed in your financial plan.

What to Expect

Our group follows high standards to deliver what we believe places us amongst the best in the industry. In saying this, our process is a simple one.