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Insights into the Energy Market – Q&A with Adrian Prendergast

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 7 July 2022. The overall Energy sector and there are many parts to it, is probably one of the most talked about sectors in the markets currently, taking into account all the issues in Europe and the global economy along […]

Investment Markets In Review

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 7 July 2022. The June quarter witnessed a significant re-pricing of financial assets, as persistently high inflation pushed investors to price in further interest rate rises and an increased risk of recession in the U.S. Investors are currently facing a […]

The Rise of Thematic ETFs

Pitcher Partners Investment Services (Melbourne) | The information in this article is current as at 7 July 2022. The ETF industry has grown rapidly over the past decade. Having initially begun with a series of traditional index tracking products, the sector has evolved which in recent years has resulted in the launch of a number […]

Foreign investment changes a needed boost to business confidence

They barely cracked a mention in coverage of the Federal Budget in March, but changes to the foreign investment framework should make it easier for some offshore buyers to invest in Australia — the first substantial change since new rules were introduced in January 2021 amid the pandemic.

Morgan Papi

Morgan’s advice philosophy is that ideal financial outcomes are achieved through a deep understanding of his clients’ broader situation, business, cash flow, assets and structures, in collaboration with their accountants, bankers and solicitors. He is an expert in financial planning, portfolio management and superannuation, with a well-rounded skillset allowing him to provide wholistic financial advice. […]

Edward Fletcher

Edward draws on over a decade of financial services experience to create bespoke strategies, helping clients achieve financial objectives based on their unique circumstances and risk tolerance. Most recently serving seven years as a specialist Investment Adviser at Macquarie Private Wealth, Edward has also spent time in Private Banking at Westpac and Financial Planning with […]

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 […]

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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.
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