Financial Advisers
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Alex O'Loughlin
Director & 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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Jordan Myers
Director & 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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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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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.
Client Service / Paraplanning Team
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Blake Picton
Client Service Manager
Blake graduated with a Bachelor of Commerce from the University of Newcastle in 2024 and is an experienced client service officer. He is currently studying for his Graduate Diploma of Financial Planning.
Blake wants to build a career as a financial adviser because he has developed a strong interest in investing and financial literacy, along with the desire to help people achieve their financial goals and be someone clients can genuinely trust.
Outside of work Blake will usually be surfing, spearfishing, or taking his German Shepherd cross for a walk around Speers Point.
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Jayne Connolly
Client Service Manager
Jayne started with Ballingers at the start of July. She has thoroughly enjoyed becoming part of the team and is learning something new every day.
Jayne brings three years of experience in administration, which has given her a strong foundation in client service and operational support, and is excited to continue growing her skills in the financial planning industry.
She enjoys socialising with friends and her family, and most weekends you’ll find her either playing representative netball or out camping with her partner and friends.
Management Team
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Stephen Ballinger
Director & Senior Adviser
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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Gemma Ryan
Office Manager / Client Service Manager
Gemma only recently started with Ballingers mid July so is still very much in learning mode, but is taking great initiative to become a valued member of our team.
Gemma holds a business degree in marketing & management, has eight years experience running her own small business plus enjoyed a past career managing venues within the hospitality industry.
Gemma spends her free time with her family exploring nature, out dancing with friends or can be found huddled over a desk exploring psychology textbooks and journal articles.