Pitcher Partners’ exceptional eight among Australia’s leading financial advisers
Pitcher Partners is proud to be home to eight of the top financial advisors in Australia. Three advisors from Pitcher Partners Melbourne are ranked among the top 25 of the nation’s leading wealth strategists, while another five from the national network have joined them in Barron’s Top 150 Australian Financial Advisers 2024 list.
Across Australia, Pitcher Partners wealth management practices have 32 specialist advisors and 124 passionate and committed team members working to improve the financial future of their clients with nearly $10 billion of funds under advisement.
Adam Stanley came in at eighth on the list, followed by David Bedford (14th) and Kellie Davidson (22nd) in the top 25, while Brendan Peacock (111th) rounded out the Melbourne firm’s contingent.
Three of Pitcher Partners Sydney’s wealth team are also ranked among the leading advisors, with Jordan Kennedy coming in at 115, followed by Martin Fowler (129th) and Andrew Wilson (146th).
Rounding out the Pitcher Partners representation in the list was Edward Fletcher (136th) from the Brisbane firm.
Adam Stanley, who has 23 years of wealth management experience, said it was an exceptional achievement for the network to have eight people on this list, which speaks volumes to the firm’s personal touch in developing tailored investment strategies and lasting relationships.
It also highlights how Pitcher Partners breadth of services, including accounting, taxation and superannuation allows our clients to receive a full-service offering. This is a unique part of Pitcher Partners approach and one our clients highly value.
Our service allows us to develop a strong level of trust and ensures that clients feel confident and secure in their financial decisions.
“We strive to make clients feel valued and understood, which ultimately leads to more successful outcomes and higher client satisfaction.
“Trust in advisors is difficult to come by, given the volume of free information available, and young people particularly are not shy about turning to social media for advice.”
As one of the highest ranked female advisors, Kellie Davidson said it was important to celebrate diversity and show a pathway for females interested in a career in this industry.
“I enjoy bringing a unique perspective and skills to my advisory role and would encourage other female graduates who may not be considering advisory as a career option.” she said.
“It is an immensely rewarding profession, one where we have an opportunity to make a meaningful impact to clients through building trust and guiding them toward their goals.
We take pride in ensuring our clients’ portfolios are meticulously aligned with their financial goals and risk tolerance. Through regular meetings and comprehensive reviews, we have cultivated trust and built enduring, long-term relationships with our valued clients.
David Bedford, who also has 23 years under his advisory belt, said one of the keys to Pitcher Partners’ success was how they involve clients in planning and decision-making, an avenue that shows the client respect for their input and values.
“We like to think of our clients as partners, because there is little satisfaction to be had from a plan that doesn’t align with a person’s comfort level and goals,” he said.
“It starts with clients who feel like participants in their wealth strategy, which leads to a deeper understanding and confidence in a chosen plan, even during challenging times.
“The success of a wealth strategy should always be viewed through the lens of a client’s long-term objectives and risk tolerance, because success looks different for every person.”
“The Barron’s recognition is a wonderful endorsement in what we stand for and is only achieved through the dedication and support of the wider Pitcher Partners team which work with our clients daily.”
The Top 150 Financial Advisers list, created by The Australian and Barron’s, is Australia’s most prestigious finance professional ranking.
Advisers are ranked on a number of categories including client assets managed, experience and the quality of the adviser’s business.
