Pitcher Partners Wealth Management Pty ltd

AFS License Number
357636
Name
Pitcher Partners Wealth Management Pty ltd
ABN/ACN/ARBN
96142456559
Licensee issued
Aug. 31, 2010
Address
Brisbane, 4000, QLD

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Alexandra Anne Payn 2022 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Brett Headrick 2010 1996 - B Bus (Acct) - - QUT ~ 2001 - Grad Dip App Fin & Investment - - SIA ~ 2004 - Specialist Knowledge: Superannuation - - Kaplan ~ 2010 - Margin Lending & Geared Investments - - Kaplan ~ 2010 - Tier 2 - Cash & Deposit Taking - - Kaplan
 Cole James Wilkinson 2010 2007 - B Business - - QUT ~ 2010 - Financial Planning - - Kaplan ~ 2011 - Securities - - Kaplan ~ 2011 - Superannuation - - Kaplan ~ 2012 - Graduate Certificate in Innovation and Entrepreneurship - Certificate (AQF 1-4) - The University of Adelaide
 Daniel Partridge 2006 2007 - Advanced Diploma of Financial Services (Financial Planning) - - GWM Adviser Services Limited ~ 2007 - Superannuation and Planning - - FINSIA ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2018 - Maters in Financial Planning - Masters Degree (AQF 9) - Griffith University
 Daniele DI Girolamo 2016 2011 - Bachelor Of Business (Economics) - - Queensland University of Technology ~ 2015 - DFP4 Securities,Managed Investments and Generic Knowledge - - Kaplan ~ 2016 - DFP 3, Superannuation and Retirement Planning - - Kaplan ~ 2016 - Foundations of Financial Planning A and B, Generic Knowledge (DFP1) - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Edward Fletcher 2012 2005 - Bachelor of Business (Management) - - Queensland University of Technology ~ 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2013 - ADA2 Level 2 - - Kaplan Professional Education
 Jeremy Jones 2018 2000 - Bachelor of Business (Accountancy)/Bachelor of Laws - Bachelor Degree (AQF 7) - QUT ~ 2003 - Post Graduate Diploma of Chartered Accountancy - Graduate Diploma (AQF 8) - CA ANZ ~ 2012 - Graduate Certificate in Innovation and Entrepreneurship - Certificate (AQF 1-4) - The University of Adelaide ~ 2018 - SUPERANNUATION ADVISER (PERSONAL ADVICE) - - MENTOR EDUCATION
 Mark Nicholson 2004 1988 - B Bus (Acct) - - QUT ~ 1997 - Grad Dip App Fin & Investment - - SIA
 Morgan Papi 2017 2013 - Bachelor of Business - - QUT ~ 2016 - RG146 - - Kaplan ~ 2019 - Certified Financial Planner - Other - FPA
 Nigel Fischer 2004 1991 - B Bus & Acct - - QUT ~ 2004 - Policy Statement 146 - - Quantum ~ 2010 - Margin Lending & Geared Investments - - Kaplan ~ 2010 - Specialist Knowledge: Derivatives - - Kaplan ~ 2010 - Specialist Knowledge: Financial Planning - - Kaplan
 Norman Thurecht 2018 2014 - TIER 1 SUPERANNUATION - - KAPLAN
 Peter Camenzuli 2010 1991 - B Bus - - QUT ~ 2002 - Grad Diploma of Applied Finance and Investments - - FINSIA ~ 2010 - Specialist Knowledge: Derivatives - - Kaplan ~ 2010 - Tier 2 - Cash and Deposit Taking - - Kaplan
 Rebecca Ann Nipperess 2022 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith Uni
 Ross Colin Entriken 2003 2002 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2002 - Bachelor of Laws - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2003 - Diploma Financial Services (Financial Planning) - - Tribeca ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
 Taylah Jane Saltmarsh 0 2022 - Graduate Diploma in Business - Graduate Diploma (AQF 8) - Queensland University of Technology
 Tracey Norris 2004 1991 - B Comm - - JCU ~ 2004 - Associate Diploma of Superannuation Management - - Macquarie Uni ~ 2005 - Policy Statement 146 - - Quantum ~ 2006 - Adv Dip Fin Serv (Superannuation) - - Macquarie Uni ~ 2013 - Accredited SMSF Association Specialist Course - Other - CAANZ/UNSW
 William Thomas O'mahoney 0 2015 - Bachelor of Financial Planning - Bachelor Degree (AQF 7) - Central Queensland University