Whatever you are, be a good one - Abraham Lincoln

OUR EXPERTISE

 

Succession Planning

  • Business Structures
  • Business Sale Preparation
  • Business Integration

Business Growth

  • Sales Management
  • Professional Alliance Partners
  • Client Cross-Sell
  • Client Referrals
  • Marketing Planning
  • Brand Building

Client Value Proposition

  • Fee and Service Offering
  • Transition to Fee for Service
  • Client Segmentation and Profitability
  • Sales Management
  • Professional Alliance Partners

People and Culture

  • Staff remuneration
  • Organisational Structure
  • KPI / Performance Management

CONTACT US

Postal Address
PO BOX 517
Paddington, Qld 4064

Anne Fuchs -       0411 568 669
Rodney Gibson - 0410 630 136
                                                   
info@pinnaclepractice.com.au

Anne Fuchs

Anne Fuchs has been providing practice management advice and implementation support to financial planning businesses since 2001.

Her clients have varied from privately to institutionally owned financial planning businesses across Queensland and Victoria.

Overall, Anne has 12 years experience in financial services and has worked for globally recognised institutions such as ING, BT Funds Management and Colonial First State in Business Development roles in Brisbane Sydney and London.

Anne has a Bachelor of Arts in Politics, a Diploma of Financial Services (Financial Planning), the ASFA Certificate in Superannuation Management and has undertaken the Macquarie Graduate School of Management Executive Leadership Program.

 

Rodney Gibson

Rodney Gibson has successfully built, managed and recently sold one of Brisbane's most highly respected and recognised financial planning businesses.

His reputation as someone who understands the complexities of running and then selling a financial planning business is unchallengeable.

In particular his expertise in assisting business owners to execute a smooth succession plan really sets him apart.

In total Rodney has 35 years in the finance industry, the last 16 of which were spent running two successful practices, Rodney Gibson & Associates and Electronic Tax Lodgment Services.

Rodney is a well known radio personality from his profile on both Triple M and 4BC. He also holds bachelor degrees in Commerce, Arts and Law and has been a CPA and practising tax agent for over 30 years.