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Pitcher Partners strong as top financial advisers

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 […]

Expect the unexpected when keeping your finances in order

This article originally appeared in The Weekend Australian on 6 March 2021. Sudden events, such as unexpected lockdowns, prompt us to inquire whether our financial affairs are also well prepared for the unexpected. At all times we need to have our financial data up to date and secure. We need trusted others to be able […]

Simon Montgomery

Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted […]

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. […]

Andrew Wilson

After a decade working in two senior roles at Australia’s largest and longest standing financial institutions, Andrew joined Pitcher Partners, working his way up to Principal in a short time. He provides his clients counsel and guidance on all financial matters as part of an ongoing relationship, focusing on helping clients build sufficient passive investment […]

Martin Fowler

Serving the needs of high net wealth individuals and families, Martin provides wealth services that protects and builds wealth. Specialising in superannuation, self-managed super funds, retirement planning and investment management, clients receive professional and specialist advice that is appropriate to their individual circumstances. Martin’s trusted advice has been acknowledged by the Guardianship Division of the […]

Jordan Kennedy

Jordan provides strategic wealth advice to high net wealth individuals and families, corporate executives, sporting professionals and self-funded retirees. Protecting and building personal wealth, Jordan assists clients with a range of financial planning, investment and advisory services including investment selection, investment management/review, strategic advice and superannuation strategies. With a strong focus on growing individual wealth, […]

Charlie Viola

Charlie provides financial advisory and wealth services to high net worth and ultra-high net worth individuals. Protecting and growing his client’s wealth, he specialises in ongoing investment management and administrative services. Charlie’s expertise and investment philosophy sees him personally responsible for over $1.5 billion of funds under management. In 2003 Charlie spearheaded the implementation of […]

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