skip to Main Content

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

Steve is the person behind the Ballingers name and reputation. He established the business in 2000, after more than 14 years’ experience in banking, actuarial firms, superannuation, tax 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.

View Adviser Profile

Alex O`Loughlin

Trainee Advisor/Paraplanner

Alex is one of our paraplanners and well on his way to becoming a fully-fledged financial adviser. He first joined the Ballingers team in July 2013 after completing a Bachelor of Commerce from Newcastle University. In 2014, Alex was awarded a Diploma in Financial Planning and expects to complete study to become a Certified Financial Planner (CFP) in 2019.

Our paraplanners are your main point of contact. They take care of the day-to-day and work with Steve in looking after the more strategic aspects of your finanical affairs.

View Adviser Profile

Jordan Myers

Adviser/Paraplanner

Jordan achieved Certified Financial Planner (CFP®) status in 2018 and is an adviser/paraplanner. Jordan holds a Business degree from Southern Cross University and a Diploma in Financial Planning.

Our paraplanners are your main point of contact. They take care of the day-to-day and work with Steve in looking after the more strategic aspects of your finanical affairs.

View Adviser Profile

IMAGE COMING SOON!

Sam Glohe

Trainee

Sam joined Ballingers in April 2020. He holds a Bachelor of Commerce from the University of Newcastle

Back To Top