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Showing 1 - 10 of 47 results for "Pitcher Partners"

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker, who says the prevalence of capacity loss and elder abuse, while complex ...

ASIC raises alarm on auditor independence, conflicts of interest

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... under the spotlight, which included the audit units of BDO, EY, KPMG, Deloitte Touche Tohmatsu, Hall Chadwick, Pitcher Partners, PwC, Grant Thornton, Kelly Partners and Nexia. None of the 15 auditors proactively reported the potential breaches to ASIC ...

Zenith names portfolio solutions lead

KARREN VERGARA  |  TUESDAY, 16 SEP 2025
... Zenith, Yap was the head of multi-asset at Standard & Poor's for more than three years and spent nearly a decade at Pitcher Partners as a senior research manager. Yap commented: "While there are certainly big shoes to fill, I'm genuinely energised by ...

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... Outside investment banking, Fong has worked in asset management across all asset classes, including fixed income at Pitcher Partners and as head of digital asset trading at Bitbuy and Zerocap, both based in Melbourne. He also did a two-year stint running ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... group's general manager and before that was head of operations when she joined in March 2018. Ridley also worked at Pitcher Partners as head of advice and NAB for more than six years. In 2023, Ridley told Financial Standard that her focus was on ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... Among the AM recipients, which recognises services for a particular locality, field of activity, or group, is Pitcher Partners partner and investment adviser Sue Dahn. Dahn is currently a non-executive director and chair of HESTA's investment committee. ...

HESTA adds Dahn to board

KARREN VERGARA  |  FRIDAY, 28 APR 2023
HESTA has appointed Pitcher Partners' Sue Dahn, an FS Power50 financial adviser, to its board and investment committee. From July 1, Dahn will join the super fund with $70 billion in assets under management. Dahn founded the investment advisory practice ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... in the everchanging post-Covid and post-Royal Commission environment," Costas said. Charlie Viola, partner at Pitcher Partners Sydney Wealth Management, is a current member and offered his support to the community. "Never underestimate having a truly ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... Bryce Leske - had raised $1.2 million from funders including Magellan, Zip Co chief executive Larry Diamond and Pitcher Partners wealth adviser Charlie Viola. Victoria Devine's popular She's on the Money also recently partnered with roboadviser Six Park ...
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