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Key considerations for NFPs coming into the new year

As we approach a well-deserved holiday break, purpose driven organisations will be looking forward to the new year with many wondering ’What does the coming year hold?’ While we may not hold a crystal ball, there are some common considerations that appear to be holding centre stage for not-for-profit organisations as they look to 2023.

Danny Partridge

With an admirable career in wealth advisory spanning 18 years, Danny was drawn to Pitcher Partners Brisbane due to the independent and client centric nature of the firm and the work he is able to deliver. His expertise lies in advising high net worth individuals and family groups, able to provide a holistic wealth management […]

Leanne Martinez

Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]

Jon Bode

Jon is a Principal at Pitcher Partners’ Adelaide firm, specialising in providing management and taxation advice to a variety of private clients and small to medium size businesses. A multi-talented professional, his expertise lies in family and business advisory, managing compliance requirements, structural and entity reviews, as well as taxation matters. A client focused relationship […]

Karen Levine

Karen has 26 years of industry experience and specialises in working with private enterprises and their high-net-worth family owners. A well-rounded professional, she takes a hands-on approach with the owners, CFOs, and family members by providing them with financial and tax advice and practical solutions with a commercial focus.  Advising clients in property development, professional […]

Greg Wilkins

Greg has provided advisory services to privately-owned businesses, not-for-profit organisations, investors and family groups for more than 18 years. He specialises in providing advice on corporate governance, finance function improvements, obtaining grants and government support, strategic planning and structuring, due diligence engagements and accounting and tax compliance. Throughout his years of service Greg has developed […]

Ankit Sharma

Ankit is a longstanding member of the Pitcher Partners family, having been with the firm since 2008. He takes a holistic approach to delivering on client’s need, balancing technical expertise, simplicity and commerciality. With a client portfolio that includes executives, investors, professional services partners, high-net-worth groups, and family offices, Ankit has the expertise to navigate […]

Andrew Mitchell

Joining Pitcher Partners in 2008, Andrew has worked with private business and high net worth individual clients on a range of taxation and advisory matters. He became a partner of the Melbourne firm in 2021.   A key focus in Andrew’s work is taking the time to ask questions and understand his clients so that he can consider their broader long-term objectives when he’s providing advice. Quite […]

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 […]

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