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5 steps to successful succession planning

Succession planning is essential for every business. Whether that business is family-owned, a partnership, a not-for-profit, government agency or a private or publicly owned business. Pitcher Partners’ Business Radar reports show that businesses who succession plan are more confident in their decision-making processes and about the future success of the business. Many businesses fall into chaos, […]

Leanne Martinez

Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]

Jon Bode

Jon is a Principal at Pitcher Partners’ Adelaide firm, specialising in providing management and taxation advice to a variety of private clients and small to medium size businesses. A multi-talented professional, his expertise lies in family and business advisory, managing compliance requirements, structural and entity reviews, as well as taxation matters. A client focused relationship […]

Preparing for an Acquisition

There are many reasons why you might be interested in an acquisition. Perhaps you want to scale quickly and combining with a competitor might be the approach?

Karen Levine

Karen has 26 years of industry experience and specialises in working with private enterprises and their high-net-worth family owners. A well-rounded professional, she takes a hands-on approach with the owners, CFOs, and family members by providing them with financial and tax advice and practical solutions with a commercial focus.  Advising clients in property development, professional […]

Linda Oliver

Having worked in the advisory space on accounting and tax issues for private family groups, SMEs, business subsidiaries of multinationals, and trusts, Linda has a multi-faceted understanding of the middle market. Harnessing a personable and proactive approach to client service, Linda strongly values open and honest communication to build strong longstanding client relationships. She truly […]

Debbie Hung

Joining Pitcher Partners in 2004, Debbie has worked with private business and high net worth individual clients on a range of advisory matters, including management accounting, budgeting, cash flow management, business structuring and taxation advice. She became a partner of the Melbourne firm in 2021.   Having worked with clients across a diverse industry base, Debbie has taken her learning from each engagement to grow continually, which has been a key focus throughout her […]

Andrew Mitchell

Joining Pitcher Partners in 2008, Andrew has worked with private business and high net worth individual clients on a range of taxation and advisory matters. He became a partner of the Melbourne firm in 2021.   A key focus in Andrew’s work is taking the time to ask questions and understand his clients so that he can consider their broader long-term objectives when he’s providing advice. Quite […]

Robert Prince

Robert Prince started his career in 1994 in finance in Hong Kong, before returning to Perth and becoming a Senior Wealth Adviser. His experience through multiple market cycles is combined with thoroughly researched investments and a client centric approach. This makes Rob a highly trusted adviser looking after multiple generations of his client’s financial affairs. […]

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