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.
Charlie Viola is an authorised representative of the Pitcher Partners Sydney Wealth Management, ABN 85 135 817 766, AFS License 336950.
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
- 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
5th June 2018
“Australia’s superannuation system has become a cornerstone of saving and
planning for retirement in a relatively short period of time, but it...
Services & Specialisations
When wealth accumulates in a family and is passed on through one generation to another, th...Discover More
In an increasingly complex and regulated environment, engaging the right professionals to ...Discover More
Where you are managing the wealth of you and your family, you might be looking for a meani...Discover More
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Back to People
Pitcher Partners Sydney Wealth Management specialises in providing a range of advisory and...Discover More