• Steve Ballinger

    SOLE DIRECTOR

  • Grace Richardson

    GENERAL MANAGER

  • Alex O`Loughlin

    SENIOR ADVISER

  • Andrew Lindner

    SENIOR PORTFOLIO MANAGER

  • Jordan Myers

    SENIOR ADVISER

  • Sam Glohe

    FINANCIAL ADVISER

  • Emily Oliveira

    CLIENT SERVICE MANAGER

  • Sophie Mantelli

    PARAPLANNER

Meet our Team

  • “In my own business, I work with a great many high quality financial advisers but it’s Ballingers I turn to for personal advice and the firm I recommend to friends and family in the Hunter. They have provided critical strategic and investment advice to my extended family for years and supported us through many life stages and events. They don’t just give good advice, they also take all the worry away when it comes to implementing it and following through to make sure it achieves what we set out to do. Steve has built a team of people who definitely reflect his quality standards and values. That says a lot about him as a person quite apart from his skills as a financial adviser.”

    Meg H (July 2023)

  • "They have been honest and reliable guardians of our finances for decades. They have never taken any risks or done anything with our investments without checking with us. Our financial position has steadily improved under their guidance, such that we have become secure and comfortable in retirement. Available for questions - however random whenever we need. Good worldly view of life beyond money and what matters to people - a practical approach to money enjoyment as well as preserving. Lovely team and well lead. Fabulous office views."

    Dr Jennie B (Feb 2024)

  • “Ballingers are a small company, and that’s a good thing. I’ve always been happy with the service. It’s a very personal service and you know who you’re dealing with.”

    Liane

  • “Steve’s more active than our previous advisers in finding out what’s going on in the business world, and that shows.”

    John B