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Before untying the knot

January is best known for making (and breaking) resolutions, but it’s also when many couples start divorce proceedings —and that can deliver a financial shock, particularly for women. While some might welcome starting a new chapter in the new year, women can find themselves more susceptible to financial challenges following a divorce, faced with a sudden decline in household income and wealth.

Podcast: The Importance of Being Responsive to Clients

Explore insights from Charlie Viola, Managing Director at Pitcher Partners Sydney, as he shares expertise on Barron’s Australia podcast. Hosted by Chris Freeman, Chairman of Barron’s Advisor Programs, the episode delves into Charlie’s two-decade journey in financial advisory. Discover key tips on client service, scalability, and navigating industry shifts from this seasoned leader with over […]

Terry Hoban

Terry has over 15 years’ experience as a Global Mobility professional and trusted cross-border tax advisor, supporting the movement of people between Australia, the US and around the world. He has a strong reputation for providing cross-border advice to high-net-worth individuals, with his expertise extending to voluntary disclosure and expatriation advice for US citizens, as […]

Peter Monnock

Peter has been in the financial services industry for over 15 years and during this time has focused on providing personal insurance solutions for clients. This significant depth of knowledge allows him to design insurance portfolios to provide protection, should life circumstances unexpectedly change. Primarily working with professionals and business owners who benefit from more […]

Anna Hacker

A strategic advisor with a diverse range of experience, Anna assists private clients within the Pitcher Partners network with their estate planning strategies and goals. Anna has been practising law for almost two decades and is an accredited specialist in the area of Wills and Estates. While her career started in private legal practice in […]

Lisa Tsoulakis

A highly regarded professional, Lisa has an impressive career spanning more than 20 years. During her tenure with Pitcher Partners’ Adelaide firm, she has gained significant experience providing accounting and compliance services and advice, including business structuring, tax planning, finance applications, business structuring and general taxation advice and strategies to a diverse range of clients. […]

Key considerations for NFPs coming into the new year

As we approach a well-deserved holiday break, purpose driven organisations will be looking forward to the new year with many wondering ’What does the coming year hold?’ While we may not hold a crystal ball, there are some common considerations that appear to be holding centre stage for not-for-profit organisations as they look to 2023.

Danny Partridge

With an admirable career in wealth advisory spanning 18 years, Danny was drawn to Pitcher Partners Brisbane due to the independent and client centric nature of the firm and the work he is able to deliver. His expertise lies in advising high net worth individuals and family groups, able to provide a holistic wealth management […]

Leanne Martinez

Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]

Jon Bode

Jon is a Principal at Pitcher Partners’ Adelaide firm, specialising in providing management and taxation advice to a variety of private clients and small to medium size businesses. A multi-talented professional, his expertise lies in family and business advisory, managing compliance requirements, structural and entity reviews, as well as taxation matters. A client focused relationship […]

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