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