Party of Five at Pitcher Partners

From

Pitcher Partners has taken out five positions on the coveted Australia’s Top 100 financial advisers list.

The list, compiled for The Australian newspaper by US publication Barron’s, looks at key factors including assets, fees, professional credentials, client retention and quality of practice.

Former number one spot holders Sue Dahn from Pitcher Partners Melbourne and Charlie Viola from Pitcher Partners Sydney remain strong on the list, as does Adam Stanley from Pitcher Partners Melbourne. New entrants to the list, Kellie Davidson from Pitcher Partners Melbourne and David Lane from Pitcher Partners Brisbane, round out Pitcher Partners’ representation.

Sue Dahn said that success is about the whole team.

“While five financial advisors from Pitcher Partners have been included on the list, there are dozens of others who are an integral part of the team that provide consistent and high-quality service to our clients,” Sue said.

“Our practice relies first and foremost on the ongoing trust and support of our loyal clients many of whom are multi-generations of families who have been with the firm for more than 20 years. There is no better advocate than a happy client”.

Charlie Viola noted that 2020 has been one of the busiest years for financial advisers, from market movements, new styles of client interaction due to COVID-19 and the ever-changing landscape of the advice industry.

“This accolade is a testament to the team around me. They give me the support and infrastructure to add real value to our clients day in and day out. We very much approach our roles with a cool head and a warm heart, taking the view that we have a great responsibility and the privilege of looking after our clients life savings,” Charlie said.

New comer to the list, Kellie Davidson, credits her father and her fantastic Year 11 economics teacher with her decision to become a financial planner.

“The highlight for me is building lasting relationships with clients. Often, you are more than a financial adviser. You’re a counsellor, a sounding board and trusted confidant,” Kellie said.

Every advisor reviewed by the survey answered more than 50 questions covering client assets, fees generated on assets, size of staff (relative to client list) professional credentials and a range of other key factors.

You must be logged in to post or view comments.