Ben prides himself on his approachable and relatable relationship style when working with clients. He represents a reassuring voice for business owners or CFOs who may be “lonely at the top” and looking for an informed advisor to act as a sounding board. Realising audit was an opportunity to genuinely help business owners and CFOs […]
Alexis has over 25 years’ experience providing taxation advice to a large number of corporate clients. He leads the Pitcher Partners’ national association’s Tax Technical division and is heavily involved in consultations with the Australian Taxation Office and the Federal Treasury. With expertise in finance, investment and trust provisions relating to MITs, corporate taxation issues […]
Sue joined Pitcher Partners Melbourne in 1998 and was admitted to the partnership in 2003. Within the firm she serves on the Income Committee, the Investment Committee and the Charitable Committee. Sue retired from the partnership in 2023, but remains a consultant in the Melbourne firm’s Investment Advisory practice. Sue has over thirty years’ experience […]
David specialises in advice, management and portfolio construction for private individuals, family groups and boutique institutions. With extensive experience in the financial markets industry, he assists in mitigating multiple risks, identifying opportunities, and forging a clear path ahead. Clients appreciate David’s commitment to understanding their personal circumstances, challenges and aspirations, and exploring multiple options to […]
Brian has extensive professional experience in tax advisory, focussed predominantly on income tax for corporates, trusts and large family groups. He has a broad range of skills gained through providing services to a wide range of clients, from start-ups to large multi-national organisations. Brian also advises on a wide range of both domestic and cross […]
Adam has extensive experience in accounting, tax, superannuation, financial planning and investments. He is the partner in charge of the Investment Advisory practice of Pitcher Partners Melbourne, which advises on over $4 billion of funds under management. Adam works with a broad cross section of clients, including large family groups and institutional clients. His professional […]
The pandemic has been an accelerant on many fronts – the end of the growth of globalisation, the rapidly greater use of technology and significant changes in our working patterns and consumer behaviour. For investors, it has also shaken up the way we are investing now and will in the future.There are three distinct periods in which investors have and will need to make important decisions about the composition of their portfolios
Pitcher Partners’ Sue Dahn is the first woman to take out the coveted financial advisors in Australia top rank. Sue joins last year’s winner, Pitcher Partners’ Charlie Viola and colleague Adam Stanley who are all positioned in the top five advisors nationally.
The list of Australia’s top 100 financial advisers was announced this morning, with five Pitcher Partners representatives ranking in the honoured list.
As 30 June approaches, it is critical for responsible entities, trustees and fund managers to turn immediate attention to taxation, investor reporting and other fund compliance obligations, particularly given the ongoing impact of COVID-19. In addition, and in light of the ATO’s recent announcement regarding the likely commencement of managed investment trust (MIT) and attribution […]
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