Our team

Tracey is a highly experienced Office Manager and executive support professional with more than 20 years' expertise in financial services, client engagement, and business operations. Throughout her career, she has supported advisory teams, directors, and clients with professionalism, integrity, and a solutions-focused approach.

Tracey's career includes founding and managing her own successful financial planning firm, where she oversaw compliance, client services, team leadership, and strategic operations for almost a decade. She has also worked across boutique licensees and advisory firms in both client services and executive support roles, giving her a deep understanding of financial services administration, regulatory frameworks, and client relationship management.

Tracey combines her strengths in workflow coordination, reporting, compliance, and executive support with a genuine passion for delivering high-quality client experiences. She is known for her organisational skill, discretion, and ability to manage complex priorities with calm efficiency.

Tracey is also active in community and professional leadership, having contributed to social justice advocacy, industry associations, and volunteer advisory work. Her collaborative mindset, client-first attitude, and wealth of experience make her a trusted and respected member of the Peak Pinnacle Financial team.‍

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Yankat is an accomplished Financial Adviser with a wealth of knowledge and experience spanning over two decades. His dedication to helping individuals and families achieve their financial goals has made him a trusted name in the industry.

Yankat's educational background showcases his commitment to continuous learning and professional growth. These qualifications have equipped him with the expertise necessary to navigate the complexities of financial planning. With over 22 years of hands-on experience in Financial Planning, Yankat has honed his skills to greatness. His extensive track record in assisting clients in various financial matters, from retirement planning to investment strategies, sets him apart as a seasoned professional in the field.

Yankat has been a proud member of the Financial Advice Association Australia since 2012. This membership underscores his dedication to upholding the highest standards of ethics and professionalism within the financial advisory community. Yankat's commitment to his clients, extensive experience, and active involvement in professional organisations make him an invaluable asset to anyone seeking sound financial advice. With his guidance, you can be confident in achieving your financial aspirations and securing a brighter future.

Qualifications: Diploma in Financial Planning. Advanced Diploma in Financial Planning. Bachelor of Commerce. Diploma of Finance and Mortgage Broking Management.

John is a highly experienced Financial Adviser with close to two decades of industry expertise. Over the course of his career, he has guided clients through the complexities of financial planning with a focus on long-term wealth creation, investment strategies, and retirement planning.

John’s professional journey is supported by an impressive foundation of qualifications, including an Advanced Diploma of Financial Planning, a Diploma of Financial Services, and specialist certification in Margin Lending and Geared Investments. This combination of technical knowledge and practical experience allows him to deliver advice that is both comprehensive and tailored to individual client needs.

Renowned for his ability to build strong, enduring client relationships, John takes the time to understand each client’s goals and circumstances before designing strategies that align with their aspirations. His steady, client-first approach and proven expertise make him a trusted partner in achieving financial security and peace of mind.

At Peak Pinnacle Financial, John’s dedication, professionalism, and wealth of knowledge ensure clients are supported with clear, actionable advice at every stage of their financial journey.

Qualifications

• Advanced Diploma of Financial Planning – Kaplan (2015)
• Margin Lending and Geared Investments – Kaplan (2011)

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Ashleigh Siggs is one of our skilled and reliable Client Service Officers specialising in insurance, with over 2 years of experience in the industry. Drawing from her background in various client-facing roles, Ashleigh has developed a strong customer-focused mindset and a deep understanding of the intricacies involved in managing insurance policies. Her role is essential in assisting clients with a variety of insurance needs, ranging from updating coverage and managing claims to ensuring all policy-related documents are accurate and up to date.

Throughout her career, Ashleigh has demonstrated a natural aptitude for navigating the complexities of insurance, enabling her to efficiently manage the administrative tasks that can often feel overwhelming for clients. Her keen eye for detail ensures that all necessary paperwork is completed accurately and submitted on time, helping to avoid delays and issues. Ashleigh’s ability to streamline these processes allows her to provide a seamless experience for clients, offering peace of mind and reducing the stress that can come with managing insurance policies.

Ashleigh’s compassionate approach to customer service is another hallmark of her work. She listens carefully to clients’ needs, addresses their concerns with empathy, and ensures that they receive the best possible support throughout their insurance journey. Her attention to detail and commitment to clear communication has earned her the trust and loyalty of her clients, who value the reliability and care she provides. By focusing on building long-term relationships, Ashleigh plays a crucial role in not just assisting with immediate needs but also fostering a sense of confidence and security in her clients’ insurance decisions. Through her dedication and expertise, Ashleigh contributes significantly to the overall success of the team and the satisfaction of clients.

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Jess is a dedicated and highly organised Client Service Officer at Peak Pinnacle Financial, bringing extensive experience in administration, operations, and business development. With a strong background in team coordination and staff management, Jess excels at ensuring smooth day-to-day operations while supporting the broader goals of the business.

Her career has been defined by a proactive approach to improving systems and processes, driving efficiency, and fostering team collaboration.

With a passion for leadership and client service, Jess thrives in environments where collaboration and efficiency go hand in hand. She is known for her approachable style, problem-solving ability, and commitment to helping both clients and colleagues achieve success.

At Peak Pinnacle Financial, Jess plays a pivotal role in ensuring that clients experience seamless service and that the business operates at its highest standard.

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Qualifications

• Certificate II in Business – TAFE QLD (2016)
• Certificate II in Volunteering – TAFE QLD (2016)
• Certificate II in Information, Digital Media & Technology – TAFE QLD (2016)

Hayley is an accomplished Client Service Officer with a strong background in administration and customer service. Known for her warm and approachable demeanor, she combines excellent communication skills with a high level of organisation and attention to detail.

Her career experience spans roles such as Receptionist, Client Services Manager, Service Administrator, and Personal Assistant, equipping her with versatile skills that allow her to excel in client-facing and operational responsibilities. Hayley’s ability to manage multiple priorities while maintaining accuracy and a positive attitude has made her a valued team member in every role she has undertaken.

She is highly proficient in Microsoft Office and adept at adapting quickly to new systems and processes. Hayley ensures clients receive reliable, efficient, and friendly support.

At Peak Pinnacle Financial, Hayley’s professionalism, adaptability, and client-first approach ensure that every interaction reflects the company’s values of care, integrity, and excellence.

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Qualifications

• Diploma of Business Administration – TAFE Illawarra
• Certificate in Xero – The Career Academy
• Certificate II in Computer Applications for the Office – TAFE Illawarra

Meet Jimmi, a seasoned veteran with an impressive seven-year journey in the finance industry. Leading as the Head of the Super Review Team, Jimmi is more than just a financial expert; he's your dedicated partner in ensuring your financial triumph. What sets Jimmi apart is his authentic care for clients. Beyond managing finances, he's in the business of building lasting relationships. Jimmi takes pride in a detailed understanding of your goals, ensuring that the results achieved align seamlessly with your aspirations. In his role as your Senior Client Manager, Jimmi transcends being merely a professional – he becomes your advocate for financial well-being. In his spare time Jimmi enjoys hiking through national parks on the weekends and starts every morning with a cold pool plunge.