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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 […]

Funding retirement: Small business owners

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 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

Andrew is a Partner in the Private Wealth division at Pitcher Partners Sydney, where he specialises in investment strategies for business owners, high-net-worth family groups, and clients navigating liquidity events. He is recognised for his leadership in private wealth advisory and his ability to deliver tailored, strategic advice that aligns with clients’ long-term goals. Andrew […]

Tracey Norris

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 Golding

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 […]

Martin Fowler

Serving the needs of high net wealth individuals and families, Martin provides wealth services that protects and builds wealth. Specialising in investment management, superannuation, and retirement planning, clients receive professional and specialist advice that is appropriate to their individual circumstances. He regularly contributes thought leadership articles and newsletters on the current economic and investment climate […]

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, […]

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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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