Joey Mccann
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Joey Mccann Email & Phone Number

Associate Director - SA & NSW at Pinnacle Investment Management at Pinnacle Investment Management Group
Location: Greater Sydney Area, Australia, Australia 8 work roles 3 schools
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Role
Associate Director - SA & NSW at Pinnacle Investment Management
Location
Greater Sydney Area, Australia, Australia
Company size

Who is Joey Mccann? Overview

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Quick answer

Joey Mccann is listed as Associate Director - SA & NSW at Pinnacle Investment Management at Pinnacle Investment Management Group, a company with 76 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Joey Mccann.

Joey Mccann previously worked as Associate Director - Business Development at Pinnacle Investment Management Group and Head of Advice Sales at Padua Solutions. Joey Mccann holds Bachelor’S Degree, Bachelor Or Commerce from University Of Southern Queensland.

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Pinnacle Investment Management Group

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Profile bio

About Joey Mccann

I am a highly driven and result-oriented growth executive with over 13 years of experience, developing and executing growth and retention strategies for established financial service companies. I have a deep understanding of the key drivers to growth and sustainability for financial advice firms and have extensive experience in building go-to-market growth strategies.On a personal level, I understand what it takes to succeed at a high level, having raced over 40 ultramarathons and over 130 marathons all around the globe.

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Joey Mccann's current company

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Pinnacle Investment Management Group
Pinnacle Investment Management Group
Associate Director - SA & NSW at Pinnacle Investment Management
australia
Employees
76
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8 roles

Joey Mccann work experience

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Associate Director - Business Development

Current

Australia

Pinnacle is a leading Australian-based multi-affiliate investment management firm, with a mission to establish, grow and support a diverse stable of world-class investment management firms.Pinnacle’s philosophy is to provide specialist investment managers with superior distribution, fund infrastructure and support services to enable them to focus on.

Jan 2024 - Present

Head Of Advice Sales

Sydney, New South Wales, Australia

Padua offers financial technology and outsourced paraplanning and transition management solutions to financial advice businesses, licensees, superannuation platforms and investment management companies.

Jul 2021 - Jan 2024

Head Of Growth And Partnerships

Australia

Count is a majority-owned subsidiary of CountPlus Limited, an ASX listed company. Count is one of Australia’s largest networks of accountant based professional financial advisers and have been servicing clients for 40 years. They have a national network of advisers located all over Australia.

Jan 2021 - Jun 2021

Head Of Practice Development And Growth

Sydney, Australia

Count is a majority-owned subsidiary of CountPlus Limited, an ASX listed company. Count is one of Australia’s largest networks of accountant based professional financial advisers and have been servicing clients for 40 years. They have a national network of advisers located all over Australia.

Oct 2019 - Jan 2021

National Practice Development Manager

Total Financial Solutions

Level 11, 309 George Street, Sydney NSW 2000

Total Financial Solutions (TFS) is one of Australia’s foremost Dealer Groups and a wholly owned subsidiary of Countplus Limited, a publicly listed company on the ASX (ASX:CUP).

Jul 2015 - Oct 2019

Business Development Manager

Level 36, Australia Square, 264 George Street, Sydney

Ibbotson Associates is a leading provider of asset allocation, portfolio construction and investment research services with over 35 years’ experience in the United States, Australia and other international markets.Ibbotson Associates leverages its in-depth research to deliver innovative investment solutions, help investors reach their financial goals, and.

Jul 2014 - Jun 2015

Business Development Manager

14/111 Elizabeth Street, Sydney NSW 2000

Responsible for building strong relationships with new clients at the dealer group level for approval and support of Midwinter’s financial advice software, and then at the adviser practice level.Educating, training and converting dealer group head office staff, financial advisers, paraplanners and support staff on the advantages of using Midwinter.

Mar 2011 - Jul 2014

Senior Paraplanner

14/111 Elizabeth Street, Sydney NSW 2000

  • Producing statement of advice documentation for large financial institutions including Commonwealth Financial Planning, Citibank; and a number of mid-tier Dealer groups;
  • Developed strong relationships with the key account contacts within the advice divisions of our major clients;
  • Completed high volume complex product replacement and strategy advice full SOA documentation
Apr 2010 - Mar 2011
Team & coworkers

Colleagues at Pinnacle Investment Management Group

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3 education records

Joey Mccann education

Advanced Diploma Of Financial Planning, Financial Planning And Services

International Institute Of Technology

Diploma Of Financial Planning, Financial Planning And Services

International Institute Of Technology
FAQ

Frequently asked questions about Joey Mccann

Quick answers generated from the profile data available on this page.

What company does Joey Mccann work for?

Joey Mccann works for Pinnacle Investment Management Group.

What is Joey Mccann's role at Pinnacle Investment Management Group?

Joey Mccann is listed as Associate Director - SA & NSW at Pinnacle Investment Management at Pinnacle Investment Management Group.

Where is Joey Mccann based?

Joey Mccann is based in Greater Sydney Area, Australia, Australia while working with Pinnacle Investment Management Group.

What companies has Joey Mccann worked for?

Joey Mccann has worked for Pinnacle Investment Management Group, Padua Solutions, Count Financial, Total Financial Solutions, and Morningstar.

Who are Joey Mccann's colleagues at Pinnacle Investment Management Group?

Joey Mccann's colleagues at Pinnacle Investment Management Group include Amir Sattar, Claudia Gibson, Jarrad Brevi, Malaka Jayawickrema, Caia, and Monique Murphy.

How can I contact Joey Mccann?

You can use AeroLeads to view verified contact signals for Joey Mccann at Pinnacle Investment Management Group, including work email, phone, and LinkedIn data when available.

What schools did Joey Mccann attend?

Joey Mccann holds Bachelor’S Degree, Bachelor Or Commerce from University Of Southern Queensland.

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