Sue Dahn

Melbourne

Partner/Executive Director - Investment Advisory Services

Investment Advisory Services

   +613 8610 5124

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Professional Background

Sue brings her clients more than twenty five years' experience providing sound, indepth, thoroughly researched investment advice in all economic conditions. With an industry-wide reputation and a passionate commitment to the importance of investment advice being totally independent, clients know that Sue has only and always their best interests at heart.

Her dedication to her field, from working as a financial advisor in the profession, industry and government departments to becoming a specialist investment professional, means that clients will be afforded the most comprehensive investment and financial advice available.

Her broad portfolio of clients include Pitcher Partners private clients, family groups, self-managed super funds and not for profit and membership organisations. She is also Chair of the firm's Investment Committee.

Industry Experience

  • Family groups
  • Membership organisations
  • Private clients
  • Self managed superannuation funds
  • Not for profit

Memberships & Qualifications

  • Alumni, Cranlana Leadership Program
  • Alumni, Williamson Community Leadership Program
  • Alumni, Winston Churchill Memorial Trust Fellowship Program
  • Bachelor of Commerce (University of Melbourne)
  • Director and Member, Finance and Investment Committee/Australian Community Foundation
  • Director MTAA Super
  • Fellow, Australian Institute of Company Directors (FAICD)
  • Fellow, Australian Society of Certified Practising Accountants (FSCPA)
  • Fellow, Australian Superannuation Funds Association (FASFA)
  • Fellow, Financial Services Institute of Australasia (FFin)
  • GradDip of Applied Finance and Investment (Securities Institute of Australia)
  • Leading Professional Service Firms (Harvard University)
  • Master of Business Administration (University of Melbourne)

Articles Published

Pitcher Partners Charitable Committee - Annual Report 2019-20

18th August 2020

Sue Dahn

At Pitcher Partners, we believe in making business personal, which means supporting our people, our clients and our communities where they need it...

Prepare now for the next phase of COVID investing

23rd July 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 17 July 2020./ There are three distinct periods in which investors have and will need...

Getting ready for a post-pandemic investment portfolio

2nd June 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 1 June 2020/ At a high level the answer is easy: we should construct portfolios, beca...

It’s time to kick the obsession with dividends

2nd June 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 1 May 2020/ High on the worry list for investors and prominent in the news this week is...

Sharemarket sectors can rebound from crisis

20th April 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 10 April 2020./ All advisers and investors are racing to understand the depths of the...

Keep calm and expect surprises

18th March 2020

Sue Dahn

/This article originally appeared in the Australian [1] on 14 March 2020/ Diversified portfolios comprise a mix of risky equities, defensive bon...

Dangerous liaisons: the peril of concentrated risk

26th February 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 22 February 2020/ As a result I see many highly concentrated investment portfolios ...

How well did your portfolio really go last year?

31st January 2020

Sue Dahn

/This article originally appeared in The Australian [1] on 24 January 2020/ But how did you really go? What are the correct calculations to do? ...

Getting it right in 2020 - An investor checklist for the new year

31st January 2020

Sue Dahn

/This article originally// appeared in The Australian [1] on 14 December 2019/ Here are the basic elements you could include in that review: .. ...

Two key steps ahead of volatile US election year

22nd November 2019

Sue Dahn

/*Article originally appeared in The Australian, 15 November 2019*/ Here we are 12 months out from the US presidential elections. So what will th...

Pitcher Partners Charitable Committee Annual Report 2018-19

2nd October 2019

Sue Dahn

The below report outlines the Melbourne firm’s activities and achievements during the 2018-19 financial year. Download the annual report here [...


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