Charlie Viola

Sydney

Partner - Wealth Management

Investment Advisory Services

   (02) 8236 7798

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Professional Background

Charlie’s large and growing client base is testament to his years of experience and expertise in wealth management.

Charlie retains significant corporate relationships in which he provides employee share scheme (ESS) services, including services to the employer (briefing sessions, memo’s calculators) and to the participating executives.

His key areas of expertise include private client advisory services, retirement & superannuation planning, employee share scheme (ESS) advice to individuals, redundancy planning advice and investment & administration services to High Net Worth individuals.

Charlie is the head of our Wealth Management division and an executive board member.

Areas of expertise

  • Holistic Private Client Advisory Services
  • Retirement planning
  • Employee share scheme (ESS) advice to individuals
  • Redundancy planning and advice
  • Investment Management
  • High Net Worth Individuals

Industry Experience

  • ASX Listed Companies – Share Based Remuneration Schemes
  • High Net Worth Individual – Planning and Investment Management

Memberships & Qualifications

  • Advanced Diploma of Financial Services
  • Certified Financial Planner
  • Member - Financial Planning Association
  • Affiliate Member - Chartered Accountants Australia and New Zealand
  • Member – AFA
  • Completed ‘Leading Professional Services Firms’ program at Harvard Business School

Articles Published

Certainty Needed On Super Contributions

15th March 2016

Charlie Viola

“Australia’s superannuation system has become a cornerstone of saving and planning for retirement in a relatively short period of time, but it...

Pitcher Partners Calls For Clarity And Transparency Around Superannuation Following Treasury Expenditure Statement

3rd February 2016

Charlie Viola

“It’s disconcerting to see politicians playing politics with super in an election year,” Pitcher Partners Sydney partner Charlie Viola said....


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