Heading up Pitcher Partners Sydney Lending Services, John helps a diverse range of clients, including high net worth individuals, professional service firms, small to medium sized businesses, first home buyers and investors. Regardless of who they are or what stage of their journey, John helps clients achieve their personal and business goals through tailored lending […]
Chris leads the Pitcher Partners Sydney Insurance Services (PPSIS), a joint venture between Pitcher Partners Sydney and MBS Insurance, of which Chris is a Partner and Director. This joint venture gives PPSIS access to one of the largest distributors of life insurance policies in the Australian IFA market. Chris and the team are driven to […]
Being part of the Pitcher Partners Brisbane family has allowed Tracey to develop close relationships with her clients, colleagues and associated advisers while developing a deep understanding of local issues. She has a strong sense of purpose, driven by her contribution to the success of clients and others. As a self-managed super fund (SMSF) specialist, […]
Christian has worked in private client advisory and senior management roles over the last 20 years. Having also consulted to the industry he developed a multi-faceted understanding of the profession and its evolution. At his core, Christian is highly motivated to help people and families live better lives and help support those critical charitable organisations […]
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 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 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 […]
Kellie is responsible for providing financial planning, investment advisory, investment management and portfolio administration services to private clients, family groups, personal superannuation funds and not-for-profit organisations. She considers the crux of her work to be trust-building. Given that she deals with sensitive information regarding people’s finances on a daily basis, she feels privileged to be […]
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 […]
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