Eleanor has worked with high wealth and ultra-high wealth family groups for more than 20 years. With a strong focus on family offices both domestically and internationally, Eleanor specialises in providing advice around estate planning, family governance and family administration. She also provides accounting and tax advice for family groups and trusts. Starting her career … Continued
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. … Continued
In this interview, Partner Charlie Viola from Pitcher Partners Sydney speaks about hybrid work, finance, and what he’ll be talking to clients about in 2022. Watch now. This interview was first published by INDepth on Friday 10 December 2021. Licensed by the Copyright Agency. You must not copy this work without permission.
Guy has been in the financial services industry for over 15 years. He has worked a in variety of roles across large institutions including Westpac, HBOS and AIA Australia, and managed his own business. This experience provides Guy with a diverse breadth of knowledge within the financial services sector, including an acute awareness of the … Continued
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 specialist Investment Adviser at Macquarie Private Wealth, Edward has also spent time in Private Banking at Westpac and Financial Planning with a … Continued
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 … Continued
For many business owners, their business represents a large part of their individual wealth and is integral to funding a comfortable life in retirement. There are many options available to business owners whom are seeking to bolster their retirement savings when exiting their business.
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 … Continued
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. … Continued
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 … Continued