Financial Advisers
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Alex O'Loughlin
SENIOR ADVISER
Alex joined the Ballinger’s team in July 2013 just after graduating from the University of Newcastle with a Bachelor of Commerce. He couldn’t wait to embark on further studying, completing a Diploma in Financial Planning in 2014 and Certified Financial Planner Certification (CFP®) in 2019. Read more.
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Andrew Lindner
SENIOR PORTFOLIO MANAGER
Andrew is a Senior Portfolio Manager and joined the Ballinger’s team in January 2024. He completed a Bachelor of Commerce (Finance) degree in 2012 and a Diploma of Financial Planning in 2013. Read more.
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Jordan Myers
SENIOR ADVISER
Jordan joined Ballinger’s as a junior paraplanner in December 2013 and is now one of the Senior Advisers within the team. He completed a Bachelor of Business degree in 2014, a Diploma of Financial Planning in 2015, and qualified as a Certified Financial Planner (CFP®) in 2018. Read more.
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Sam Glohe
FINANCIAL ADVISER
Sam joined the Ballinger’s team in April 2020 as a trainee paraplanner and has progressed to an Associate Adviser role. He manages a small (and growing) portfolio of clients and provides support to the Senior Advisers. Read more.
Paraplanning Team
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Emily Oliveira
CLIENT SERVICE MANAGER
Emily has assisted the financial advisers with administrative and paraplanning support since she joined Ballinger’s in March 2023. Em completed a Bachelor of Commerce from the University of Newcastle in 2022 and is currently studying her Master of Financial Planning with a goal of becoming a Certified Financial Planner (CFP®). Read more.
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Sophie Mantelli
PARAPLANNER
Sophie joined the Ballinger’s Financial Planning team in 2024 as a Paraplanner. In December 2023, Sophie completed a Bachelor of Commerce & Bachelor of Science from the Australian National University, majoring in Finance and Chemistry respectively. Read more.
Management Team
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Stephen Ballinger
SOLE DIRECTOR
Stephen is the person behind the Ballinger’s name and reputation. He established the business in 2000, after 14 years of experience in banking, actuarial firms, superannuation, tax, accounting, and financial planning. Read more.
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Grace Richardson
GENERAL MANAGER
Grace’s role as General Manager is to keep Ballingers running smoothly. Her passions lie in strategy and planning for the growth of the business, improving business admin, and supporting the development and happiness of our team! Read more.