Alison works with her clients to protect and enhance their personal wealth. She assists high net worth individuals, CEOs, private equity executives, fund managers and private business owners, many of whom have international portfolios or assets. Her pragmatic advice contributes to individuals securing tax effectiveness while attaining their long-term personal aspirations, critically considering the appropriateness […]
Alan advises private and listed companies on their corporate transactions. With a demonstrable track record, Alan conducts valuations, provides corporate and strategic value advice, and serves as an independent expert. Alan undertakes valuations of businesses, intangible assets, employee equity and complex instruments. His valuation reports allow stakeholders to make informed decisions about corporate transactions and […]
Kellie is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private clients, family groups, personal superannuation funds and not-for-profit organisations. She considers the crux of her work to be trust-building. Given that she deals with sensitive information regarding people’s finances on a daily basis, she feels privileged to be […]
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
Thank you for you interest