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 and Kellie Davidson from Pitcher Partners Melbourne, and David Lane from Pitcher Partners Brisbane, saying their commitment to client care is a testament to being recognised on list.
“Our wealth advisers live by our firm ethos of personal client care and high professional standards. Their drive to making business personal for all clients is at the heart of what they do every day, as they continue to navigate unprecedented challenges and seize on newfound opportunities,” John said.
Named in the top ten this year, former number one spot holder Charlie Viola said the recognition is humbling and attributes the team he has around him, whom day in and day out, ensure that the business itself operates in a purely client centric manner.
“We remain privileged to carry the client base that we do, and we never take for granted what being a trusted adviser means or the responsibility they place upon us,” Charlie said.
Sue Dahn, the first female to top the list in 2019, said advisers who really understand their client with genuine care, is who she strives to be recognised as, when named in the annual top financial advisers list.
“Advisers who really understand their client’s financial needs, who really understand investment markets and products, who really understand the mechanics of building resilient portfolios and who really understand risk and opportunity and can communicate all that effectively and with genuine care, are who we endeavour to be at Pitcher Partners,” Sue said.
John Brazzale said the circumstances that we have all lived by since COVID-19 hit, has highlighted the importance of prudent and considered advice.
“To be there for our clients, and to provide them with counsel has been vitally important, when the value of advice easily surpasses the price paid,” he said.
The list, compiled for The Australian newspaper by US publication Barron’s, looks at key factors including assets, fees, professional credentials, client retention and quality of practice.