Financial Advisers

  • 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.

  • 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.

  • 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.

  • 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

  • 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.

Management Team

  • 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.

  • Vicki Jarvela

    Office Manager

    Vicki’s role as Office Manager is to keep Ballingers running smoothly. Her passions lie in the mastery of excellent business practices, improving systems and processes, adding value, and supporting the development and happiness of our team! Read more.

  • “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