Morgan’s advice philosophy is that ideal financial outcomes are achieved through a deep understanding of his clients’ broader situation, business, cash flow, assets and structures, in collaboration with their accountants, bankers and solicitors. He is an expert in financial planning, portfolio management and superannuation, with a well-rounded skillset allowing him to provide wholistic financial advice. […]
Edward draws on over a decade of financial services experience to create bespoke strategies, helping clients achieve financial objectives based on their unique circumstances and risk tolerance. Most recently serving seven years as a specialist Investment Adviser at Macquarie Private Wealth, Edward has also spent time in Private Banking at Westpac and Financial Planning with […]
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 […]
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 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 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. […]
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 […]
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 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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