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Pitcher Partners strong as top financial advisers

The coveted Australia’s Top 100 financial advisers list released today, has named five Pitcher Partners wealth advisers, following a strong presence on The Australian-Barron’s list over the past four years including two number one positions. National Chairman of the Pitcher Partners Association John Brazzale congratulated Charlie Viola from Pitcher Partners Sydney, Adam Stanley, Sue Dahn […]

Funding retirement: Small business owners

For many business owners, their business represents a large part of their individual wealth and is integral to funding a comfortable life in retirement. There are many options available to business owners whom are seeking to bolster their retirement savings when exiting their business.

Simon Montgomery

Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted […]

Robert Prince

Robert Prince started his career in 1994 in finance in Hong Kong, before returning to Perth and becoming a Senior Wealth Adviser. His experience through multiple market cycles is combined with thoroughly researched investments and a client centric approach. This makes Rob a highly trusted adviser looking after multiple generations of his client’s financial affairs. […]

Andrew Wilson

After a decade working in two senior roles at Australia’s largest and longest standing financial institutions, Andrew joined Pitcher Partners, working his way up to Principal in a short time. He provides his clients counsel and guidance on all financial matters as part of an ongoing relationship, focusing on helping clients build sufficient passive investment […]

John Fisher

Heading up Pitcher Partners Sydney Lending Services, John helps a diverse range of clients, including high net worth individuals, professional service firms, small to medium sized businesses, first home buyers and investors. Regardless of who they are or what stage of their journey, John helps clients achieve their personal and business goals through tailored lending […]

Chris MacKenzie

Chris leads the Pitcher Partners Sydney Insurance Services (PPSIS), a joint venture between Pitcher Partners Sydney and MBS Insurance, of which Chris is a Partner and Director. This joint venture gives PPSIS access to one of the largest distributors of life insurance policies in the Australian IFA market. Chris and the team are driven to […]

Tracey Norris

Being part of the Pitcher Partners Brisbane family has allowed Tracey to develop close relationships with her clients, colleagues and associated advisers while developing a deep understanding of local issues. She has a strong sense of purpose, driven by her contribution to the success of clients and others. As a self-managed super fund (SMSF) specialist, […]

Christian Golding

Christian has worked in private client advisory and senior management roles over the last 20 years. Having also consulted to the industry he developed a multi-faceted understanding of the profession and its evolution. At his core, Christian is highly motivated to help people and families live better lives and help support those critical charitable organisations […]

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