Sue Dahn

Pitcher Partners Investment Services Pty Ltd

Gold
21 Yrs Experience
Docklands, VIC 3008

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 5.00
  • Number of reviews 2
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Pitcher Partners Investment Services Pty Ltd

Level 13, 664 Collins St
Docklands, VIC 3008

Licensed by

Pitcher Partners Investment Services Pty Ltd

AFSL 229887