Pitcher Partners
 
 
Perform New Search
Adam Stanley
Partner/Executive Director
Melbourne
Professional Background
Adam is a Partner in the Investment Advisory division of Pitcher Partners, a practice that advises on in excess of $1 billion of funds under management. The practice provides investment advisory, investment management and portfolio administration services to the firm’s private clients, family groups, self managed superannuation funds and not-for-profit and membership organizations.
 
Adam commenced his career with Pitcher Partners in 1996 and worked for five years in the audit and accounting divisions whilst he became a Chartered Accountant. He moved to the Investment Advisory divisions in 2001 and was promoted to advisor in 2003 – around the time that he became a Certified Financial Planner. He brings to his role extensive experience in accounting, tax, superannuation, financial planning and investments.
 
Adam is a member of the Investment Committee of Pitcher Partners Melbourne. He was admitted to the partnership in 2008.
 
Areas of Expertise
  • Investment structuring
  • Risk profiling
  • Strategic asset allocation
  • Portfolio construction
  • Investment analysis
  • Investment selection
  • Retirement planning
  • Financial planning
  • Self managed super funds
  • Not for profit organizations
  • Corporate super funds
  • Audit and accounting
Professional Qualifications and Memberships
  • Certified Financial PlannerTM (Financial Planning Association)
  • Chartered Accountant (Member of Institute of Chartered Accountants in Australia)
  • Bachelor of Business (Accounting) (Victoria University)



Contact Details
Telephone: 03 8610 5517
Facsimile: 03 8610 5999
Email:

M E L B O U R N E S Y D N E Y P E R T H A D E L A I D E B R I S B A N E

Pitcher Partners, including Johnston Rorke, is an association of independent firms
An independent member of Baker Tilly International
Liability limited by a scheme approved under Professional Standards Legislation
© Copyright Pitcher Partners 2009