A Client Director in Pitcher Partners Melbourne’s superannuation consulting and advisory practice, Brad has specialised in superannuation for over 20 years. He has worked in both the private and public sectors, including providing policy and technical advice to a range of government bodies and projects.
Brad advises a broad client base including private business owners, high net worth individuals, other accountants and financial advisors and superannuation fund trustees. He can draw on his extensive experience to identify optimal and commercial solutions for clients specific to their individual circumstances.
A recognised industry expert, Brad has built a reputation in managing the structuring of complex investments in superannuation. He directly advises trustee boards and senior management on legal, practical and taxation matters associated with significant investment acquisitions by superannuation funds. He regularly represents clients in negotiations with regulatory agencies, including the Australian Taxation Office and the Australian Prudential Regulation Authority. He also advises on employment related superannuation matters including assisting businesses to meet minimum superannuation obligations.
A regular author and presenter he often shares his knowledge to support other industry professionals, and Brad’s expertise is regularly sought in negotiations, dispute resolution processes or during tribunal or court proceedings.
Brad joined Pitcher Partners Melbourne as a Client Director in 2004.
Qualifications and memberships
- Bachelor of Business (Monash University)
- Graduate Diploma Financial Planning (FINSIA)
- Fellow of the Financial Services Institute of Australia