Sue has over three decades of experience in the provision of financial and investment advice and proudly serves a select group of private clients, charitable trusts, professional, industry,educational and government bodies. Sue's principal competencies are economic and financial markets analysis, strategic and tactical asset allocation and portfolio construction, and investment analysis and selection designed to both protect capital and to achieve consistent above benchmark returns. Sue's particular focus is on the Not For Profit Sector (including professional and industry associations, religious groups, educational organisations, public sector and the philanthrophic sector.) At Pitcher Partners Investment Services: - we provide totally independent, results focused investment advice and management services to our clients; - we have no commercial ties with product providers, conduct our own independent investment research and do not receive commissions or any other form of payment from third parties; - we are paid by way of a transparent and simple fee determined on the size and complexity of the investment portfolio and the extent of client services provided.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2003
- Years of experience 22
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Highest qualification
- Master of Business Administration
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Language spoken
- English
Pitcher Partners Investment Services Pty Ltd
Level 13, 664 Collins StDocklands, VIC 3008
Licensed by
Pitcher Partners Investment Services Pty Ltd
AFSL 229887