Andrew Gillon

Melbourne

Director/Senior Advisor - Investment Advisory Services

Investment Advisory Services

   +613 8610 5616

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Professional Background

Andrew Gillon is a Director/Senior Advisor in the Investment Advisory practice of Pitcher Partners. He joined the firm in 2015, after gaining over 15 years of experience in investment and finance, most recently with Deutsche Bank where he acted as a Portfolio Manager in the Multi-Asset Group. Andrew is responsible for providing strategic and tactical asset allocation, portfolio construction together with investment advisory and management services to private clients, business owners, family groups, not-for-profit organisations and institutional clients.

Andrew is a former Panel Member of the Financial Ombudsman Service (FOS) – Securities Section and sits on the Investment Committee of a Not-for-profit organisation.

Areas of Expertise

• Investment structuring
• Risk profiling
• Strategic and tactical asset allocation
• Portfolio construction
• Investment research and analysis
• Investment selection
• Retirement planning
• Financial Planning
• Self-managed super funds

Articles Published

How an Investment Policy can help a Not-for-Profit

17th August 2017

Andrew Gillon

NFPs, like any organisation, need surplus funds and cash flow to roll out their giving, training or education programmes and achieve their long te...

Services & Specialisations

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...

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Family Office Management

When wealth accumulates in a family and is passed on through one generation to another, th...

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Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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Philanthropy Services

Where you are managing the wealth of you and your family, you might be looking for a meani...

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Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There ...

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Melbourne Investment Services

Pitcher Partners Investment Services provides independent and personalised asset consultin...

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