Sue Dahn

Pitcher Partners Investment Services Pty Ltd

Gold
19 Yrs Experience
Melbourne, VIC 3000
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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Pitcher Partners Investment Services Pty Ltd

Level 19, 15 William Street
Melbourne, VIC 3000

Licensed by

Pitcher Partners Investment Services Pty Ltd

AFSL 229887

4.95
2 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Sue is always friendly and approachable,has a thorough understanding of our portfolio and requirements and communicates clearly at all times"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

Qualifications & Training

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1998

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Melbourne (UOM)
Completed
1987

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1981

Company Directors Course

Level
0 - Training / Exam / Other
Institution
Australian Institute of Company Directors (AICD)
Completed
2004

Professional Memberships

Association of Superannuation Funds Australia (ASFA)

Membership type
Member

Australian Institute of Company Directors (AICD)

Membership type
Associate

Australian Institute of Superannuation Trustees (AIST)

Membership type
Member

Certified Practising Accountants Australia (CPA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Associate
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