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Personal and
We work hard to bring our clients and their families greater security, confidence, and financial success through transparent investing and exceptional customer service. Our close-knit team believes in the power of personal, dedicated advice and planning.
dedicated

Working
for you.

“I don’t have the time or expertise to do what Ballingers do. I have my own area of expertise and that’s my job. Steve and his team are great at what they do.”

– Peter H

Steve Ballinger

Director

Stephen is the person behind the Ballingers name and reputation. He established the business on 11 February 2000, after 14 years of experience in banking, actuarial firms, superannuation, tax, accounting and financial planning.

Our clients come to know and love Steve for his genuine, personal approach; for his knowledge; and for his successful investments over time. Steve’s focus on helping people achieve their individual financial goals for the future continues to be a recipe for long-term success.

Steve holds a Bachelor of Commerce degree from the University of Newcastle, and a Diploma in Financial Planning. He has been a Certified Financial Planner (CFP®) since 1996

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Alex O`Loughlin

Advisor

Alex is one of our advisers. After completing a Bachelor of Commerce from Newcastle University, he joined the Ballinger’s team in July 2013 and was awarded a Diploma in Financial Planning in 2014. He qualified as a Certified Financial Planner (CFP®) in 2019.

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Jordan Myers

Adviser

Jordan is also an adviser. Jordan joined the Ballinger’s team in December 2013.  He completed his Bachelor of Business degree from Southern Cross University in 2014 and the Diploma in Financial Planning in 2015. Jordan qualified as a Certified Financial Planner (CFP®) in 2018.

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Trainee

Sam provides administrative support to the advisers and is also involved in drafting advice for clients.  Sam joined Ballinger’s in April 2020.

He completed a Bachelor of Commerce degree from the University of Newcastle in 2016 and is currently working towards his Masters in Financial Planning through Deakin University and will graduate in 2022.

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Production & Systems Manager

Production & Systems Manager

Sarah is our Production & Systems Manager and is responsible for managing and continually improving our systems and processes so that clients continue to love what we do, and we continue to comply with the laws that we operate under.

Sarah joined Ballinger’s in March 2021. She holds a Diploma in Financial Planning and has been working in the financial planning profession since 1999.

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Administration

Grace provides administrative support to the team and is the personal assistant to Steve. She joined Ballinger’s in March 2021.

She is currently working towards her Bachelors of Commerce and Business at the University of Newcastle.

Grace will be the first voice you hear when you call our office!

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