Charlie Viola

Charlie Viola Email and Phone Number

Executive Chair, Adviser, Founding Partner Viola Private Wealth @ Viola Private Wealth
Charlie Viola's Location
Greater Sydney Area, Australia
Charlie Viola's Contact Details

Charlie Viola personal email

n/a

Charlie Viola phone numbers

About Charlie Viola

I am the Executive Chair, Adviser and Founding Partner at Viola Private Wealth, with over 24 years of experience in investment management. I specialise in advising high-net-worth individuals, family offices, and institutional investors, managing significant portfolios with a focus on delivering tailored, high-touch services.At Viola Private Wealth, I lead our efforts in delivering bespoke wealth management solutions that align with our clients’ unique financial goals. With decades of experience and a client-first ethos, we specialise in simplifying complex financial matters and actively managing our client’s wealth.Previously, I was a Partner and Managing Director at Pitcher Partners Sydney Wealth Management, where I oversaw more than $3 billion in assets under management and personally managed over $2 billion. My years there were instrumental in shaping my approach to wealth management, enabling me to consistently rank on Barron’s Top 100 Australian advisers list.I also provide investment management and asset consulting services to charities, associations and groups with significant funds to invest. Having worked with clients who have over $10 million in investable assets, I understand the complexities of managing wealth and am committed to offering solutions that are both strategic and sustainable.In addition to my professional work, I am proud to serve as a non-executive director of Autism Awareness Australia, a brilliant charity that supports families navigating the difficult (but sometimes wonderful) experiences of being touched by autism.

Charlie Viola's Current Company Details
Viola Private Wealth

Viola Private Wealth

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Executive Chair, Adviser, Founding Partner Viola Private Wealth
Charlie Viola Work Experience Details
  • Viola Private Wealth
    Executive Chair, Adviser, Founding Partner Viola Private Wealth
    Viola Private Wealth Sep 2024 - Present
    Sydney, New South Wales, Australia
  • Autism Awareness Australia
    Non Executive Director
    Autism Awareness Australia Feb 2022 - Present
    Australia
  • Pitcher Partners
    Partner | Managing Director
    Pitcher Partners Dec 2005 - Sep 2024
    Sydney
    Partner, Wealth Management - Investment Advisory, Investment ManagementServicing High Net Wealth Individuals and Small Institutions with $10m+ to invest. Barron's No.1 Ranked Adviser nationally, 2018Barron's No.4 Ranked Adviser nationally, 2019Barron's No.15 Ranked Adviser nationally, 2020Barron's No.10 Ranked Adviser nationally, 2021
  • Moore Stephens Sydney
    Partner
    Moore Stephens Sydney Dec 2005 - Oct 2015
    Sydney, Australia
    Executive Board member and PartnerESS specialistPrivate Client Adviser
  • Moore Stephens Sydney
    Manager
    Moore Stephens Sydney Apr 2003 - Dec 2005
    Sydney, Australia
  • Commonwealth Bank Of Australia
    Various Roles
    Commonwealth Bank Of Australia Jul 1996 - Mar 2003
    Sydney Cbd
    Held various service and advisory roles over my time at CBA.

Charlie Viola Skills

Investment Management Employee Stock Options Management Due Diligence Equities Valuation Financial Modeling Assurance Executive Pay Accounting Gst Wealth Management Risk Management Investments Corporate Finance Strategic Financial Planning Business Planning Income Tax Financial Services International Tax Financial Structuring Retirement Planning Finance Myob Estate Planning Restructuring Superannuation Tax Financial Advisory

Frequently Asked Questions about Charlie Viola

What company does Charlie Viola work for?

Charlie Viola works for Viola Private Wealth

What is Charlie Viola's role at the current company?

Charlie Viola's current role is Executive Chair, Adviser, Founding Partner Viola Private Wealth.

What is Charlie Viola's email address?

Charlie Viola's email address is ch****@****.com.au

What is Charlie Viola's direct phone number?

Charlie Viola's direct phone number is +614148*****

What are some of Charlie Viola's interests?

Charlie Viola has interest in Football, Liverpool Football Club, Cricket, Finance.

What skills is Charlie Viola known for?

Charlie Viola has skills like Investment Management, Employee Stock Options, Management, Due Diligence, Equities, Valuation, Financial Modeling, Assurance, Executive Pay, Accounting, Gst, Wealth Management.

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