We are excited to announce that Pitcher Partners Private Wealth has appointed its second Private Client Adviser in just two months. Todd Woods is the latest addition to our growing adviser team, expanding our adviser team to eight.

With nine years of experience in the financial planning profession, Todd brings a wealth of knowledge and expertise to help individuals and families navigate their financial journey. He believes in taking the time to truly get to know his clients, understanding what motivates them and their aspirations.

Todd specialises in self-funded retirees and enjoys the connections he makes with clients, helping them attain peace of mind and certainty around obtaining their lifestyle goals both now and in retirement. He understands the unique priorities and concerns of retirees and by fostering open communication and trust, he works alongside his clients to develop tailored financial plans that align with their goals.

Todd finds fulfillment in empowering his clients to make informed financial decisions and guiding them towards a secure and prosperous future. “I really enjoy getting to know our clients and helping them work towards their financial goals. Building trust and understanding their unique circumstances allows me to tailor financial plans that truly make a difference in their lives,” says Todd.

Todd is a Certified Financial Planner CFP® and holds a Master of Financial Planning and Bachelor of Commerce. Beyond his professional life, Todd enjoys water skiing, swimming at the beach, and generally just being outside in the sun. Growing up on a farm in Narromine, Todd moved to Newcastle for university and fell in love with the lifestyle Newcastle has to offer and hasn’t left since.

We are thrilled to have Todd Woods join our adviser team and look forward to the valuable contributions he will make in helping our clients achieve their financial goals.

Learn more about Todd here.