We're a Baker Tilly network member
About Baker Tilly
Sue Dahn

Sue Dahn

Consultant, Melbourne

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 providing financial and investment advice and has achieved a well-deserved industry-wide reputation. In 2019 she was named The Australian and Barron’s top Financial Adviser in Australia – the first woman to achieve such an accolade.

Sue oversees a large yet cohesive Investment Advisory practice. The team provides investment advisory, investment management, portfolio administration reporting and analysis services to private clients, family groups, superannuation funds and not-for-profit and membership organisations.

Undertaking her qualifications in investment advisory in the mid-1990s, Sue was aware that stockbrokers dominated the industry and a client-focussed, professional-services ethos was rare. With a passion for helping individuals, charities and smaller institutions to protect, build and deploy wealth, she joined Pitcher Partners with a mandate to establish something unique for the marketplace.

Today, Sue believes that although the technical elements required of investment advisory can be learned, it is those with an insatiable curiosity, sincere interest in the markets and politics, and a genuine ability to nurture relationships who successfully build wealth over time for clients in a role such as hers. Sue’s dedicated client base value her clear and regular communication, investment in their financial wellbeing, and interest in the wider impact of their family affairs and community impact. Her professional talents are well regarded within the industry, and saw her named #60 in in the Barron’s Top 100 Australian Financial Advisers list for 2022.

Prior to joining Pitcher Partners, Sue was a trained economist and worked as an accountant in both the profession and industry. She subsequently held a number of senior financial positions in the Victorian Government Departments of Premier and Cabinet and Treasury and Finance.

Sue joined Pitcher Partners Melbourne in 1998 and was admitted to the partnership in 2003. Within the firm she serves on the Income Committee and the Investment Committee and Chairs the Charitable Committee.

Memberships and qualifications

  • Bachelor of Commerce (University of Melbourne)
  • Master of Business Administration (University of Melbourne)
  • GradDip of Applied Finance and Investment (Securities Institute of Australia)
  • Grad Certificate Corporate Governance and Risk Management (Governance Institute)
  • Fellow of Financial Services Institute of Australasia (FFin)
  • Fellow of the Australian Superannuation Funds Association (FASFA)
  • Fellow of the Australian Institute of Superannuation Trustees (FAIST)
  • Fellow of the Australian Society of Certified Practising Accountants (FCPA)
  • Fellow of the Australian Institute of Company Directors (FAICD)
  • Member of Responsible Investment Association Australasia (RIAA)
  • Signatory of the Banking and Finance Oath
  • Australia’s 50 Most Influential Financial Advisor 2017, 2018, 2019, 2020

Pitcher Partners insights

Get the latest Pitcher Partners updates direct to your inbox

Thank you for you interest

How can we help you?

Business or personal advice
General information
Career information
Media enquiries
Contact expert
Become a member
Specialist query
Please provide as much detail to ensure appropriate allocation of your query
Please highlight a realistic time frame that will enable us to provide advice within a suitable and timely manner. Please note given conflicting demands with our senior personnel, we will endeavour to respond to you within the nominated time frame. If you require an urgent response, please contact us on 03 8610 5477.
Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
CPN Enquiry
Business Radar 2025
Dealmakers 2025
Not-for-profit survey 2025
Search by industry