Podcasts about pitcher partners

This week on UTH, Andy Hough, partner at Pitcher Partners, shares his work and expertise in the Australian M&A space. According to Andy, the main sentiment from all dealmakers for 2025 is “cautiously optimistic”. Tune in to this episode to hear more about: Findings from a recent Pitcher Partners report on the M&A landscape. How dealmakers are feeling about 2025 and why. Andy's career, experience and personal thoughts on the M&A market. How deals are viewed, worked through and finalised. Risks dealmakers are often posed with. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

The mergers and acquisitions landscape is shifting. Are you prepared?  In this episode, unpack the key trends shaping Australia's mid-market M&A activity, drawing on exclusive insights from the latest Pitcher Partners' Dealmakers report.   Learn what's driving deal enthusiasm, how market capitalisations are influencing transactions and where Australia stands in the regional and global M&A arena.  Plus: the industries that are primed for consolidation, opportunities emerging in the year ahead and the challenges businesses and investors need to navigate.  Whether you're an investor, business owner or dealmaker, this podcast will equip you with the insights to stay ahead in a competitive market.  Tune in for expert analysis that can help shape your next strategic move.  Host: Gavan Ord, business investment and international lead, policy and advocacy, CPA Australia  Guest: Stephen Craig CPA, partner, corporate finance at Pitcher Partners  Pitcher Partner's dealmakers' mid-market M&A report is available to read online.   Learn more about the company at its website.   You can find a CPA at our custom portal on the CPA Australia website.   Would you like to listen to more INTHEBLACK episodes? Head to CPA Australia's YouTube channel.   CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:   With Interest INTHEBLACK  INTHEBLACK Out Loud Excel Tips  Search for them in your podcast platform.   Email the podcast team at podcasts@cpaaustralia.com.au    

What a day it is to be a Wests Tigers fan! Sure, we haven't kicked a ball yet in 2025, but today might just be one of the biggest in the club's long history. Today, Wests Tigers had four independent directors appointed to the club's board. This means that Wests Tigers now has a board that meets the independent review recommendations that we all fought so hard for. These are directors who bring talent and nous from different backgrounds and are giving of their time and professional skills for one reason - to advance the Wests Tigers. That is very exciting! Barry O'Farrell is one of the independent board members, he is expected to be voted in as Wests Tigers Chairman at a meeting later this month. Joining the representatives from Holman Barnes Group, Balmain Tigers, and Wests Magpies on the Wests Tigers board will be: Charlie Viola, Executive Chair of Viola Private Wealth, and former Partner at Pitcher Partners. Charlie is a prominent Financial Advisor and Industry leader, with exceptional financial management, commercial and strategy skills. Charlie grew up in Campbelltown and now lives in the Inner West. Michelle McDowell, former Managing Director of Allied Express, brings a wealth of experience in commercial, operations and logistics. Michelle has significant business acumen and is passionate about community. Michelle has deep commercial insights into the Western suburbs of Sydney. Annabelle Williams OAM PLY, Former Chair of the Athlete’s Commission for Paralympics Australia, and former Board member of the Paralympics Australia and Swimming Australia. Annabelle is a Lawyer and a decorated athlete, with deep insights in High-Performance, and is an advocate for inclusion and excellence in sport. Annabelle grew up in Balmain. To mark these important appointments, and this important day, Garry Watson and Joel Helmes sat down and recorded this latest edition of the Wests Tigers Unite podcast. See omnystudio.com/listener for privacy information.

In a special live-in-front-of-a-studio-audience episode, we catch up with SVNS Event Oversight Director, Rebecca Roe, and World Rugby Series Director, Cian Twomey, to talk about the @svns_per . Thanks to Pitcher Partners, @AustralianRBN #PerthRBN and of course, Leap Strategies. We also give Heath Tessman his Christmas present. 

Curious about the latest mergers and acquisitions trends in Australia? Dive into why dealmakers are feeling confident despite a slowdown in overall activity for 2023.  Unpack the reasons behind this cautious optimism and explore what's driving M&A trends across different deal sizes – small cap, mid-market and large cap. You'll also discover how the Australian M&A market stacks up against the rest of the world, learn the industries for consolidation and the opportunities in the world of M&A for the 2024-25 financial year. Listen to this insightful episode and stay informed on prevailing market sentiment in M&A. Host: Gavan Ord, Business Investment Policy Manager, CPA Australia Guest: Stephen Craig CPA, a Mergers and Acquisitions (M&A) expert and partner at Pitcher Partners Melbourne, where he helps private business owners, private equity and multinational corporations negotiate as well as supporting them through deals. The Pitcher Partners mid-year 2024 dealmakers report is available to read online. Would you like to listen to more INTHEBLACK episodes? Head to CPA Australia's YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

Today, we'll be bringing all the insights from Livewire Live together with the help of one of Australia's leading financial advisers and one of the country's top wealth managers. Livewire's James Marlay sat down with Alexandre Ventelon of Morgan Stanley Wealth Management and Charlie Viola of Pitcher Partners to answer our audience's questions about asset allocation and give investors some tangible ideas on how to apply the lessons and insights from a full day of sessions covering multiple asset classes, themes and ideas.  This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2024, our flagship investor event. Whether you're after big-picture market insights or actionable investment strategies, this series offers exclusive insights to help shape your investment decisions. We hope you enjoy this special 7-part series. We'll return to our regular programming with the next episode of The Rules of Investing. ________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. Offering access to Bell Potter research, exclusive IPOs, and advanced trading tools, it's built to give you a competitive edge. Whether you're a frequent trader or a high-net-worth individual trading shares, options, or warrants, Bell Direct Advantage delivers tailored solutions and superior service to sharpen your investing edge. [Find out more here]

Our guest today has been rated as one of the top advisers in the market for many years. He makes the point that virtually every Australian investor loves property - a notoriously illiquid asset. But then very few investors are willing to move into illiquid assets outside of bricks and mortar...it's time to change your mind. Charlie Viola of Pitcher Partners joins wealth editor James Kirby in this episode.   In today's show, we cover: *Why are you scared of illiquid assets?  *Do you have enough exposure to overseas share markets *Help! I need to move a lot of money overseas...where do I start? * The truth about Trump and fossil fuels See omnystudio.com/listener for privacy information.

Curious about the latest mergers and acquisitions trends in Australia? Dive into why dealmakers are feeling confident despite a slowdown in overall activity for 2023. Unpack the reasons behind this cautious optimism and explore what's driving M&A trends across different deal sizes – small cap, mid-market and large cap. You'll also discover how the Australian M&A market stacks up against the rest of the world, learn the industries for consolidation and the opportunities in the world of M&A for the 2024-25 financial year. Listen to this insightful episode and stay informed on prevailing market sentiment in M&A. Host: Gavan Ord, Business Investment Policy Manager, CPA Australia Guest: Stephen Craig CPA, a Mergers and Acquisitions (M&A) expert and partner at Pitcher Partners Melbourne, where he helps private business owners, private equity and multinational corporations negotiate as well as supporting them through deals. The Pitcher Partners mid-year 2024 dealmakers report is available to read online. Would you like to listen to more INTHEBLACK episodes? Head to CPA Australia's YouTube channel. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au

Each year, Barron's releases a list of Australia's Top 100 Financial Advisers. Pitcher Partners' Charlie Viola and Lipman and Burgon Partners' Paul Burgon have featured high on this list over the years, and both ranked in the top 10 in 2023. As part of Livewire's Outlook Series for 2024, Livewire's James Marlay hosted an in-depth panel discussion exploring how these two investing gurus are allocating capital on behalf of their clients in 2024. Whilst there is no 'one size fits all' when it comes to investing, there are nuggets of insight from this session that can help all investors. Click here to access the charts discussed in this episode and a summary of the discussion  Timecodes 0:00 - Introducing the experts 0:49 - Charlie Viola's top three factors influencing asset allocation in 2024 3:20 - Paul Burgon's top three factors influencing asset allocation in 2024 6:15 - Asset classes where Paul and Charlie are overweight or underweight 9:53 - Why Private Markets will play a bigger role in portfolios in 2024 and beyond 12:40 - Charlie Viola's Asset Allocation framework for 2024 16:33 - Paul's Strategic and Tactical Asset Allocation frameworks for 2024 22:26 - How these advisers are innovating in 2024 25:50 - Four investing traps to avoid in 2024

Australians love property investment, and for good reason. On today's podcast, host John Deeks is chatting with Andrew Wilson, principal and wealth management specialist at Pitcher Partners Sydney.

This year was meant to be all about ‘value' on the share market: Rising rates were expected to hose down the demand for tech-focused growth stocks and boring old value stocks were meant to shine. It didn't happen.  ‘Because', says top adviser Charlie Viola, ‘ the whole debate is rubbish, good companies make good investments that's all there is to it, ‘  Sounds simple. Moreover, it sounds true. We cover: what happened to the long-promised return of value stocks? The need to take some money off the table in the months ahead, timing super contributions and should bank hybrids be classified as shares? Charlie Viola, managing director of Pitcher Partners joins Wealth Editor James Kirby on today's episodeSee omnystudio.com/listener for privacy information.

Bill's special guest is Peter, a Pitcher Partners partner who sits on the risk and audit committee of Tour de Cure. Peter is launching a new charity the Hanna Foundation, in memory of a friend Phil Hanna to raise funds for suicide prevention programs. Peter is also organizing a new charity venture 'The Alt Tour for ONJ research' - a gravel dirt ride from Mildura to Cape Otway. Links: You can help by donating to https://tourdecure.grassrootz.com/alt-tour-2023-supporting-tdc/pb-s-alt-tourlink https://www.facebook.com/alttouraus

There are some of us that thirst for the adrenaline hit that comes with taking risks, whether it be cliff jumping, skydiving, or making questionable bets on the stock market.  This may work for the daredevils among us, but for others, there could be nothing worse than putting their lives (and money) at risk.  So where do you sit on the scale from risk-loving to risk-averse? Are you an aggressive investor, with the stomach for volatility and losses in your high-growth journey? Or are you readying for retirement, and need to be more conservative with your cash?  Have no fear. Livewire Markets has done the heavy lifting for you. In this episode, Livewire's Ally Selby was joined by Pitcher Partners' Charlie Viola and Shaw and Partners' Candice Bourke for their top listed product recommendations across three different risk profiles.  There really is something in here for everyone.  Note: This episode was filmed on Wednesday 22 March 2023. You read an edited transcript below:  https://www.livewiremarkets.com/wires/6-asx-listed-products-for-the-risk-loving-and-risk-averse-investor/

With more than 280 exchange-traded products listed on the ASX, Livewire is on a mission to learn whether investors, like you, can build the perfect portfolio with listed products alone.  A few quick stats for you:  Over the past 12 months (to the end of February), the market cap of the Australian ETF market swelled 7.1% to $136.2 billion.  The majority of investors' funds are invested in global equities-focused ETFs ($61 billion, down slightly on the prior year).  $38 billion is invested in ETFs tracking Aussie equities exposures (up 12% over the past 12 months).  Interestingly, investments in fixed income-focused ETFs have skyrocketed more than 22% in that same time period to $19.5 billion.  So, how do you decide which products would best help you compound your hard-earned cash?  In this episode, Livewire's Ally Selby was joined by Shaw and Partners' Candice Bourke and Pitcher Partners' Charlie Viola for their go-to funds for both equities and defensive exposures.  They also share the biggest mistakes they are seeing in the client portfolios they have inherited over the past 12 months, and their top tips for how investors can make their portfolios work for them (instead of the other way around). And just because you know this anonymous writer loves a little bit of spice, we also asked Charlie and Candice to name a product or fund they believe no longer has a place in investors' portfolios.  Note: This episode was filmed on Wednesday 22 March 2023. You can read an edited transcript below:  https://www.livewiremarkets.com/wires/4-adviser-approved-etfs-for-2023-and-top-tips-to-make-your-portfolio-work-for-you 

There's something to be said about the wisdom of the crowd. Take your local coffee shop, for example. Sure, there are other options without a lengthy queue, but I am willing to make a bet that the crowded cafe is bursting with patrons for a reason. But could the same be said of markets? In this episode, Livewire's Ally Selby was joined by Pitcher Partners' Charlie Viola and Shaw and Partners' Candice Bourke to test the exchange-traded fund (ETF) ideas of Livewire readers. They analyse your top-tipped ETFs for 2023. And spoiler alert - there are only two that they agree on. Note: This episode was filmed on Wednesday 22 March 2023. You can read an edited transcript below: https://www.livewiremarkets.com/wires/buy-hold-sell-5-of-livewire-readers-top-etfs-for-2023  

In this informative video, we sit down with Steven Bragg, a Partner at Pitcher Partners, to delve into the future predictions for the automotive industry in 2023. As the industry undergoes rapid transformation, Steven sheds light on the major trends that are reshaping the landscape and provides valuable insights on how car dealerships can adapt and thrive in this evolving environment. Gone are the days when the focus was solely on electric cars and self-driving vehicles. Steven takes a broader perspective and emphasizes the importance of leveraging technology to stay relevant in the industry. He highlights the disruptive factors that are causing a shift and explores the opportunities that await those dealerships willing to embrace change. Throughout the video, we explore a range of topics that are crucial for understanding the future of the automotive industry. We delve into the reasons behind the disruption and examine the trends that will dominate in 2023. Steven offers valuable advice on how dealerships can leverage technology to their advantage, ensuring their survival in an increasingly competitive market. With a professional tone, we provide viewers with an engaging and insightful discussion that covers the fundamental questions surrounding the future of the automotive industry. Join us as we explore the transformative trends, discuss the challenges faced by car dealerships, and uncover the strategies they can employ to thrive in the coming years. For more information: https://www.pitcher.com.au/industries/automotive/

Looking for sound financial advice but worried about the cost? You're not alone. Only about 10% of Australians receive advice. So we're starting a new series called: Equity Mates Ask the Adviser, a series of episodes featuring some of Australia's top advisers. You'll have the opportunity to ask them anything, and we'll cover a range of topics beyond investing. Kicking off the series is Charlie Viola, partner and managing director of Wealth at Pitcher Partners in Sydney. With $2.2 billion in funds under management, Charlie advises high net worth and ultra-high net worth individuals and has been recognised as one of the top advisers in Australia by Barrons.In this episode, Charlie shares his insights on the key principles of portfolio construction. Diversification and asset quality are crucial, he advises. Don't put all your eggs in one basket! Instead, choose high-quality assets and invest regularly. But he shares his thoughts on what to do if you've got a small amount to invest, and are aspiring to be one of his clients. Ren and Bryce also dive deeper with Charlie on topics such as constructing portfolios in a high inflation, high interest rate environment, savings accounts, types of assets, frequency of cash deployment, and when to keep cash on the side.This was a great opportunity for Equity Mates to learn from one of the best in the business. Send your questions for more Ask the Advisers here. A reminder we currently have $100 off our Value Investor Program - an online course developed with Owen Rask, that will take you through everything you need to know about valuation. Use code MATES at checkout for $100 off. Click here. If you enjoyed Finfest 2022 and want to be part of an even bigger FinFest in November 2023, register your details and we'll be in touch with Early bird access details.Stay engaged with the Equity Mates community by joining our forum. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Super fund CEOs are warning inflation will erode returns and they can't be expected to do as well as recent years: But private investors are not under the same stress, they just need to get it right over the long term: 'We've forgotten that inflation is normal," says top rated adviser, Charlie Viola from Pitcher Partners. Send questions or comments to moneycafe@theaustralian.com.au See omnystudio.com/listener for privacy information.

Charlie a Partner and Managing Director at Pitcher Partners. He and Ben talk about how he went from a desk and a phonebook to managing over two billion dollars in assets under management. Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Pitcher Partners Website: https://www.pitcher.com.au/ Australian Retirement Trust. It's more super for you and your clients. Visit https://www.australianretirementtrust.com.au/adviser Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, I chat with Karen Williams - Executive and Leadership Coach, Trainer, Writer and Speaker.Karen and her team work with leaders across industry to build environments of high engagement and transformational results. They do this through Karen's proven Leadership Excellence framework which includes work on mindset and managing triggers, communication, collaboration, accountability conversations, trust, coach-like leadership and much more.As an Executive and Leadership coach and trainer, Karen's work sits at the intersection of four human behavioural methodologies and 20 years' transformational coaching experience.Clients include Brandwatch Country Road Group, Roche Products, Fulton Hogan, Deakin University, Daimler, Burkes Lawyers, Knox City Council, CottonOn Group, Pitcher Partners, Southern Cross Austereo, CitiPower, Stilcon Scaffolding and many more.A life-affirming four years working in the field of Restorative Justice, facilitating conferences between offenders and victims, cemented for Karen that when people are guided to courageous self-responsibility, supported through trusted and emotionally safe spaces, and skilled to have difficult conversations, truly unexpected and transformational results are possible.During this conversation, Karen share insights into her own personal journey back from burnout, why investing in leadership and executive coaching can be life-changing to ourselves and those around us and why and how mindset rules results.Karen's teachings truly offer us all an opportunity to become embodied leaders and to become the best versions of ourselves.Links mentioned by Karen during our chat:Trigger Train Article and Wellbeing Wheel activity – please contact us via DM @fashionbusinessmindset on Instagram or info@fashionequipped.com.au for these resources and we'll email them to you directly. Watch the video on burnout - 5 things Karen would not do again here:https://www.youtube.com/watch?v=hxjVtOk4W_g&list=PLUdFggZ9I5o8-yi0iF1WacIsHPK0NgtiA&index=8&t=You can find Karen at:Instagram: @karenwilliamsandcoWebsite: www.karenwilliams.com JOIN OUR SYFB PROGRAMME If you want to make the Fashion Business your Business in 2022– then head to our website and watch the replay of our last Info Session & QA.Our waitlist is now open for our 'Start Your Fashion Business' programme, so if you would like to join our community alongside inspiring people like Emily, jump on the list now!If you're up for a Mini-Course, check out our Start and Scale Studio. and explore Start your Sourcing Strategy, Startup Cost Analysis, and Tech Pack Development.If you want to work 1:1 with a Mentor and kickstart your biz development, you can head to Your Mentor Collective – book a 1 hour of power session with one of our amazing industry Mentors - that's where the magic happens!You can find Fashion Equipped over at:Instagram: @fashionequipped @startyourfashionbusiness_auPodcast Insta: @fashionbusinessmindsetFacebook: www.facebook.com/fashionequippedWebsite: www.fashionequipped.com.auLet's do this together, let's make The Fashion Business, YOUR Business!

AGL has abandoned its plan to demerge its coal-fired power assets and lost its leadership. The outcome is a victory of major shareholder Mike Cannon-Brookes and all opponents of a slower decarbonisation path for the company. Opposition leader Peter Dutton has lashed Australia's top corporate executives for siding with Labor and other partiesCrown Casino fined $80 million for 'deliberate' illegal bank card scheme. At last, a serious fine.Surprise, surprise. Pitcher Partners is being sued. The Twigg family claim PP helped Max Twigg, race car driver & former owner of the Byron Bay Hotel, misappropriate $127.8 million in family trust money. Australian farmers are set to deliver a third consecutive bumper season of crops, but food prices will continue to climb due to a maelstrom of pressures on supply chains.Follow my socials on: https://twitter.com/leongettlerhttps://www.instagram.com/leongettler/https://www.linkedin.com/in/leongettler/https://www.facebook.com/talkingbusinesspodcasthttps://business.google.com/dashboard/l/17460167277811417147?hl=en&gmbsrc=au-en-z-z-z-gmb-s-119-u~mhp-ns_hom_8-u&omec=EI_z6RYYASIBATIBATotZ21ic3JjPWF1LWVuLXotei16LWdtYi1zLTExOS11fm1ocC1uc19ob21fOC11QAFKEwjq4cCIj5D3AhXNnWMKHUB5Cqg%3Dhttps://www.youtube.com/c/LeonGettler/discussion?app=desktop See acast.com/privacy for privacy and opt-out information.

In this episode James is joined by Financial adviser Charlie Viola of Pitcher Partners. Points for discussion include, how to make the best of super, long term rules for your SMSF, couples who ‘split' can be winners and how super rule change ceasefire is a winner.       See omnystudio.com/listener for privacy information.

This episode of the Pharmacy View Podcast features a wonderful conversation between host Scott Carpenter, EVBC and guest Norman Thurecht, Partner, Pitcher Partners. Pitcher Partners is an association of independent full-service accounting, audit and advisory firms with advisory experts from accounting and business sharing insights about issues impacting family-controlled and privately owned businesses, high net-worth individuals, the public sector and NFP organisations. Listen in as in this episode, Scott and Norman delve on the outcomes of analysing data and exploring possibilities utilizing technology in the Pharmaceutical industry. An accountant by trade, Norman developed an interest in Pharmacy in early 2000s. He recounts having used systems and process both within the business and for the clients for the past 20-25 years with the goal of creating benchmarks for clients and the industry as a whole by consolidating data from the proprietary systems. He adds that cloud-based services have been used by the company to consolidate data on need identified basis and to give that back to the Pharmacists as quality information. That said, Norman understands that Pharmacies have idiosyncrasies and because everyone wants to operate business in their own fashion and have control over the outcome, their reports allow for that. He further goes on to talk about the need for balance of the businesses within a core business. Taking packaging facility as an example, he breaks down the nitty-gritties of looking at such ‘business within the business' as a separate entity and being able to justify the need for the same. The goal, he emphasizes, is to drive efficiency. Pharmacists that are traders and are good at merchandizing and marketing do really well in those regards, he adds. As the core for any Pharmacy is health, Norman says that there's an increased need to cater to the numbers around health and not elsewhere. Scott Carpenter, EVBC | LinkedIn Shopfront Solutions: Overview | LinkedIn Shopfront Solutions Aerion Technologies: Overview | LinkedIn Aerion Technologies | Helping Non Techs Build Better Tech Pharmacy View Podcast: Overview | LinkedIn Pharmacy View Norman Thurecht | LinkedIn https://www.linkedin.com/company/pitcher-pharmacy/ https://www.facebook.com/search/top/?q=pitcher%20pharmacy https://instagram.com/pitcherpharmacy?utm_medium=copy_link

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants of Portfolio Performance, which asserts that asset allocation trumps security selection and market timing when it comes to portfolio returns.  So, in this special Income Series episode of Buy Hold Sell we draw on the asset allocation prowess of Charlie Viola from Pitcher Partners and Hugh Robertson from Centaur Financial.   Charlie and Hugh share their views on three asset classes Livewire readers are adding to their portfolios in the year ahead. These award-winning advisers also nominate five of their preferred funds and ETFs for gaining exposure to these asset classes.  Plus, we hear about two areas of investment they are choosing to avoid right now. Note: This episode was filmed on Wednesday 22 September 2021. You can read an edited transcript here: https://www.livewiremarkets.com/wires/buy-hold-sell-3-essential-asset-classes-and-2-to-avoid

While Elon Musk may have not been able to build a bulletproof car, with the help of the award-winning financial advisers in this episode of Buy Hold Sell, you can build a bulletproof income portfolio. As part of our annual Income Series, we've invited Centaur's Hugh Robertson and Pitcher Partners' Charlie Viola onto the show to help set you up for retirement.  They discuss everything from why ASFA's estimated figure for retirement ($640,000 for couples) should be taken with a grain of salt, two tips that can have a major impact on maximising your nest egg, as well as the common mistakes they often see among their clients.  Plus, they also bring along their ultimate portfolio for income. And surprisingly, equities continue to play a huge part (around 50-60% of your portfolio, to be exact).  Note: This episode was filmed on Wednesday 22nd September 2021. You can read an edited transcript below: https://www.livewiremarkets.com/wires/how-to-build-a-bulletproof-income-portfolio-2021-09-29/

James Kirby is joined by adviser Sue Dahn from Pitcher Partners on this episode of The Australian's Money Cafe. They discuss Exchange Traded Funds versus Listed Investment Companies, if inflation will eat into your investments and a problem with the super fund 'shame file'.  To read articles on the topics covered in this episode of The Australian's Money Cafe, take out a subscription to The Australian or download The Australian's app at your app store. See omnystudio.com/listener for privacy information.

Data science and machine learning are often associated with mathematics, statistics, algorithms and data wrangling. While these skills are core to the success of implementing machine learning in an organization, there is one function that is gaining importance – "DevOps for Data Science." Today we have our special guest - Dilan Jayasekara who started a career as a Software Developer and then changed his career path to Data Science and now currently working as a Data Engineer at Pitcher Partners, Melbourne. About Dilan: Portfolio : www.djayasekara.com Blog : www.jayasekara.blog Other : www.cestine.com (Music Data Analysis) Connect with Dilan: LinkedIn: www.linkedin.com/in/dilanjayasekara

Data science and machine learning are often associated with mathematics, statistics, algorithms and data wrangling. While these skills are core to the success of implementing machine learning in an organization, there is one function that is gaining importance – "DevOps for Data Science." Today we have our special guest - Dilan Jayasekara who started a career as a Software Developer and then changed his career path to Data Science and now currently working as a Data Engineer at Pitcher Partners, Melbourne. About Dilan: Portfolio : www.djayasekara.com Blog : www.jayasekara.blog Other : www.cestine.com (Music Data Analysis) Connect with Dilan: LinkedIn: www.linkedin.com/in/dilanjayasekara

The latest Governance Update comes to you from Pitcher Partners in Docklands, where the Leading the Agenda forum took place, exploring the roles and responsibilities of all involved in Council Audit and Risk Committees. Richard Wilson from Pitcher Partners shares observations from the discussion, and then Chris and Steve discuss some governance news from the past week.

Charlie Viola is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie's personally responsible for over $1.5 billion of funds under management. Charlie has been recognised by Barrons as the #1 adviser in Australia in their 2018 Adviser Rankings, #4 in 2019.For this episode we reached out to the Equity Mates community in our Facebook discussion group and asked for your questions when it comes to tax time, and Charlie has kindly agreed to come and help us out. Our working title for the episode was 'Make Bryce excited about tax!', did we succeed? If you want to let Alec or Bryce know what you think of an episode, contact them here. Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a... See acast.com/privacy for privacy and opt-out information.

This week on The Money Café, James Kirby is joined by Pitcher Partners' Sue Dahn to discuss whether split mortgages work and whether rates can really stay this low if house prices pop. The pair also give a warning to the bank of mum and dad that the law might not be on their side. To read articles on the topics Alan and James cover in this episode of The Money Cafe, take out a subscription to The Australian or download the Australian app at your app store. See omnystudio.com/listener for privacy information.

Charlie is a Partner at Pitcher Partners, providing financial advisory and wealth services to high net worth and ultra-high net worth individuals. Specialising in ongoing investment management and administrative services, Charlie’s is personally responsible for over $1.5 billion of funds. His expertise and client outcomes was recognised by Barrons when he received the accolade of the No. 1 Adviser in Australia in the 2018 Adviser Rankings, followed by 4th in 2019 and 15th in 2020. He has also been recognised as one of Australia’s 50 most influential advisors in 2018, 2019 and 2020 by Financial Standard’s Power50. ***** Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work. ***** Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation. Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional. For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you. ***** Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series with all the fundamentals you need to feel confident to start your investing journey. Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.

Partner at accounting and business advisory firm, Pitcher Partners, Craig Whatman, said it's an "ambitious" budget. See omnystudio.com/listener for privacy information.

Several weeks ago we ran an episode with the same topic, where we spoke at length about traditional sources of yield, and reached the conclusion that due to record low rates, in the future investors would need to expose themselves to risk in order to gain returns. Today we look further at the future of income; covering the range of investment options, and the market moves of the week.View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Finding-income-presso-FINAL.pdfAfter 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do?Growth was good before March this year, but what now? Is it a short term hit to growth or something more sustained and how can this be used to provide income when other avenues are now unsatisfactory?You can find Angela at: https://www.evergreenconsultants.com.au/main/index.htmlIn today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, Head of Advice Tim Fuller and David Lane of Pitcher Partners investigate 'is Growth is the new Yield'?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media: https://www.facebook.com/NucleusWealth/ https://twitter.com/NucleusWealth https://linkedin.com/company/nucleuswealth Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast. The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #yield #ausecon

After 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do?View the presentation slides here: https://nucleuswealth.com/wp-content/uploads/2020/10/Finding-income-presso.pdfGrowth was good before March this year, but what now? Is it a short term hit to growth or something more sustained and how can this be used to provide income when other avenues are now unsatisfactory?You can find David at: https://www.pitcher.com.au/In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Head of Operations Shelley George, Head of Advice Tim Fuller and David Lane of Pitcher Partners investigate 'is Growth is the new Yield'?To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcastFind us on social media:https://www.facebook.com/NucleusWealth/https://twitter.com/NucleusWealthhttps://linkedin.com/company/nucleuswealthNucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796#investing #yield #ausecon

Executive Director at Pitcher Partners, Craig Whatman, explains what the budget means for average Australians and businesses. See omnystudio.com/listener for privacy information.

Blame Canada! That's where exchange-traded funds (ETF) came from; the inaugural fund, known as Toronto Index Participation Shares (TIPS), listed in 1990 and tracked the country's biggest companies. In 1993 State Street replicated this idea for the S&P 500, and for a long time ETFs were spruiked as a low-cost, core investment. While ETFs now track everything weird and wonderful, today James Whelan of VFS Group and Charlie Viola of Pitcher Partners go back to the basics and offer tips on ASX ETFs for core investments. They include 1) Vanguard Australian Shares Index ETF – A widely-used ETF for broad Australian market exposure; 2) iShares S&P 500 ETF - A popular choice for access to U.S. stocks, and 3) ETF Securities Physical Gold ETF - A commodity product riding strong interest in the precious metal. They each also bring one ETF that they expect will generate solid returns for long-term investors. Visit Livewire Markets to access the edited transcript and podcast for this episode. Note: This interview was recorded on 9 September 2020.

Exchange-traded funds (ETFs) are growing rapidly in popularity among Australian investors. The ~240 ETFs on the ASX hold nearly $70 billion in assets. Of course, not all funds are created the same. Like stocks, some of them have been utter duds and delivered poor returns as they track niche parts of the market or due to flawed and complicated methodologies.  As the level of adoption and choice increases, so too does the need for high-quality information that can help investors make better choices with ETFs. That's why we've brought together investment advisers James Whalan of VFS Group and Charlie Viola of Pitcher Partners. They discuss how to navigate the world of ETFs, what to look for in individual funds and how they use them in portfolios. They also each nominate the ASX-listed ETF they would hold if they had only a single choice of fund. Visit Livewire Markets to access the video and edited transcript for this episode. Note: This interview was recorded on 9 September 2020.

Search queries for exchange-traded funds (ETF) have exploded in 2020, especially on the back of COVID-19. The number of people seeking information on Google for this investment vehicle has popped 88% from this time last year, and queries such as "Investing in ETFs", "Managed funds vs ETFs" and "Vanguard ETFs" are proving particularly popular. With interest in ETFs abuzz and a strong appetite for growth ideas from readers, Livewire decided it was about time we brought ETFs into the world of Buy Hold Sell. Join Vishal Teckchandani as he talks to investment advisers Charlie Viola of Pitcher Partners and James Whelan from VFS Group. They sit down to discuss three ASX ETFs which have been delivering sizzling returns in 2020 and then bring four of their own ASX and global ideas offering strong prospects for capital growth right now. Together, we cover hot thematics including healthcare, China, gold, robotics, 5G, US tech and a better way to play Aussie equities than simply buying the ASX 200. Visit Livewire Markets to access the video and edited transcript for this episode as well as more great insights. Note: This episode was recorded on 9 September 2020.

How do you build a team in the face of adversity - deciding who stays, who gets sidelined and how to find and make the right draft picks? Join host Nick Samios and special guests Deanne Tindale (CEO, DreamVast Executive Search) and Bryan Hughes (Executive Chairman, Pitcher Partners) as they discuss managing executive talent in special situations companies.

Show Noteswww.medicalmoney.com/episode22Every year, Barrons and the Australian publish their list of Australia’s Top 50 Financial Advisers. Sue Dahn was crowned #1 in 2019. Sue has been a professional advisor at Pitcher Partners for over 21 years and is the first woman to top the list since the rankings began. This interview was recorded on June 10, about 2 weeks before the 2020 list is due to be published.In this interview we cover:the positive impact of the Royal Commissionroutine questions that stump many clientsportfolio constructioncalculating your retirement numberwhen it makes sense to start an SMSFfinancial and non-financial benefits of engaging a financial adviserinvesting for childrenstrategies for investing during CoronavirusToday’s GuestSue DahnFinancial AdviserWebsitepitcherinvestments.com.au Emailsue.dahn@pitcher.com.auLinkedInwww.linkedin.com/in/suedahn/

In this episode of the M&A and Deal Makers Series we talk with Warwick Face, Corporate Finance Partner at Pitcher Partners about: Being a sell side M&A specialist Alignment of fees with client interests Importance for sellers to deliver on their ‘story’ The numbers don’t lie.

If you want to get better at something, it makes sense to learn from the experts. This is as true about learning to play the piano, as it is with managing your money.  As you'll find out, financial advice isn't just something reserved for the wealthiest 1%. On this episode of the Pocket Money podcast, we are joined by Charlie Viola, an award-winning financial adviser and Partner for Wealth Management at Pitcher Partners in Sydney. Charlie really knows this stuff in and out. We discuss what financial advisers really do, how to decide when you should speak with one, plus what to expect when you meet, and how much it all costs. We also learn Charlie’s perspective on what high-net-worth individuals do with their money, some insight on investing, and more great insight. Full show notes and transcript at https://www.finder.com.au/podcast

Best on Ground This interesting hiring technique reminds us of the tricks lawyers use to test the compliance of their graduates. https://www.theblaze.com/news/2016/02/22/charles-schwab-ceo-reveals-how-he-tests-job-candidates-by-taking-them-to-breakfast-having-restaurant-mess-up-their-order/amp Another accounting software uses the Intuit bookkeeper thing as ammunition to prove they love their clients more https://www.accountingsuite.com/partner-page/ Xero is rolling out the same event strategy they used in Australia in Asia.https://www.linkedin.com/feed/update/urn:li:activity:6504165830408921088/ How inclusive is your culture? This awesome video from Pixar shows us how oblivious we can be to our exclusiveness and how just one person can change it. https://www.fastcompany.com/90303807/pixars-new-short-purl-takes-on-toxic-workplace-bro-culture Will you stay small and true to your values or become a profit hungry competitive corporate? This charming add from Chipotle reminds us why we go into business https://www.youtube_.com/watch?v=jGYhPheWS6g&feature=youtu.be Worst on Ground Blockchain hacked!!! https://www.technologyreview.com/s/612974/once-hailed-as-unhackable-blockchains-are-now-getting-hacked/ Pitcher Partners fined: http://www.pubacct.org.au/news/accounting-firm-ordered-pay-client-3-3m-costs The ethics of conflict of interest disclosure and PWCs epic partner exit package: https://www.afr.com/business/accounting/accounting-regulator-chairman-bill-edge-still-being-paid-by-pwc-20190225-h1bo3m Pre accounting won’t replace bookkeeping in the eyes of our clients: https://blog.receipt-bank.com/pre-accounting-why-small-businesses-cant-ignore-it?hs_amp=true&__twitter_impression=true Enough with the misleading robot advertisements https://theconversation.com/robots-star-in-ads-but-mislead-viewers-about-technology-111584 Indepth: Accountants - You're on Notice. We live in an anti-establishment world and accountants are perhaps the thread that ties the establishment together, so we need to be aware. With Royal Commissions into banking, aged care, mental health and pay day lenders, as well as parliamentary inquiries into franchising and even the ATO facing a Parliamentary committee, we have to be on alert. Is our behaviour and action truly inline with our regulatory obligation and being the trusted advisor we think we are? In the wake of these commissions and inquiries, many of which slammed the practices of sales and cash collection cultures, our industry is peppered with consultants telling us to grow, sell, use value pricing which charges...

What is an investment policy and how do you form one? In this podcast episode, you’ll hear from Victoria Lindores, Senior Advisor in the Investment Advisory Practice at Pitcher Partners, as she answers these questions and more. Victoria will cover the risk and return balance, what to consider when running an investment advice tender, and what a new director or manager at a not-for-profit should look for in an investment policy. Victoria is in conversation with Jason Bertalli, Director of Franchise and Business Services at BNR Partners.

Not-for-profit organisations approach the treatment of cash in different ways. In this podcast episode, you’ll hear Andrew Gillon, Senior Investment Advisor – Pitcher Partners Investment Services, discuss whether cash can be considered a short, medium or long-term asset or investment, whether it is a secure investment, and whether cash should be considered part of any strategic asset allocation for a not-for-profit organisation. Andrew is in conversation with Murray Wyatt FCPA, Group Chairman, Director – Morrows. This is the fourth podcast in a five-part series with Pitcher Partners on key issues in the not-for-profit sector.

This podcast episode explores some of the key issues in cybersecurity for the not-for-profit sector. You will hear from Krist Davood, Principal at Pitcher Partners, who has over 28 years’ experience in government and corporate project environments. Krist is in conversation with Drew Fenton CPA, an experienced director with a demonstrated history of working in the insurance industry.

Welcome to the CPA Australia and Pitcher Partners podcast series for the Not-for-Profit sector. In this five-part series, we discuss some of the key issues for those working in the NFP space, covering a different topic each podcast. Listen to the second topic “The NFP CFO of the Future” featuring expert presenter Mark Harrison – Partner / Executive Director of Pitcher Partners, Melbourne who responsible for leading the Business Advisory and Assurance offering; and Mel Yates, FCPA - Director of Reporting, Red Tape Reduction and Corporate Services at the Australian Charities and Not-for-profits Commission.

In this podcast series with Pitcher Partners, we discuss some of the key issues for those working in the NFP space, covering a different topic each podcast. In this episode, we discuss things to consider before joining a not for profit board including assessing risk, getting to know the other board members and what you are expected to bring to the role. Matthew Pringle, Partner at Pitcher Partners provides insights and words of wisdom for those looking to join the board of an NFP.

Is it debt or equity? Scott Treatt of Pitcher Partners will walk you through Div 974 that governs the classification of debt and equity.

Is it debt or equity? Scott Treatt of Pitcher Partners will walk you through Div 974 that governs the classification of debt and equity.

Vicki Macdermid is an executive director of Pitcher Partners with extensive experience providing commercial business advice and support to families and individuals. Vicki also delivers workshops on 'What Horses Teach us about Leadership – at an emotional and spiritual level’.

Arete Executive Podcast hosted by Managing Partner Richard Triggs. Interview with Jason Bradley, Director, External Management Accounting, Pitcher Partners. Richard Triggs LinkedIn: https://au.linkedin.com/in/richardtriggs Jason Bradley LinkedIn: https://au.linkedin.com/in/jason-bradley-8b56664 Arete Executive website: www.areteexecutive.com.au Pitcher Partners website: http://www.pitcher.com.au/ Richard's book on Amazon: http://www.amazon.com.au/Uncover-Hidden-Job-Market-Executive-ebook/dp/B00WCQ5U46/ref=sr_1_1?ie=UTF8&qid=1445566942&sr=8-1&keywords=uncover+the+hidden+job+market LinkedIn CEO Incubator Group: https://www.linkedin.com/grps/CEO-Incubator-6948255/about? Theme music by Simon Gardner "Sunny" from the album "Choose Your Own Adventure": http://simongardnerguitarist.com

David Vasudevan and Andrew Yeo, Business Recovery and Insolvency Services, Pitcher Partners, discuss business insolvency and their experiences with Mark Morris, Senior Tax Counsel CPA Australia.

David Vasudevan and Andrew Yeo, Business Recovery and Insolvency Services, Pitcher Partners, discuss managing risk for clients and advisers when the ATO seek to recover debts with Mark Morris, Senior Tax Counsel CPA Australia.