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, […]
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 […]
David specialises in advice, management and portfolio construction for private individuals, family groups and boutique institutions. With extensive experience in the financial markets industry, he assists in mitigating multiple risks, identifying opportunities, and forging a clear path ahead. Clients appreciate David’s commitment to understanding their personal circumstances, challenges and aspirations, and exploring multiple options to […]
Adam has extensive experience in accounting, tax, superannuation, financial planning and investments. He is the partner in charge of the Investment Advisory practice of Pitcher Partners Melbourne, which advises on over $4 billion of funds under management. Adam works with a broad cross section of clients, including large family groups and institutional clients. His professional […]
The list of Australia’s top 100 financial advisers was announced this morning, with five Pitcher Partners representatives ranking in the honoured list.
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