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Wilsons Advisory continues to expand key capabilities with senior advisors
Wed 20th March, 2019

Wilsons Advisory has further strengthened its private wealth business with the appointment of two senior advisors, Casimir Skillecorn and Daniel Pitt. Both advisors are well known in Australia’s wealth management industry and have over 20 years’ experience.

Casimir was previously a Managing Director at Evans and Partners, with responsibility for leading their advisory business; while Daniel was a Partner and senior advisor to some of the most significant clients in the market.

“We look forward to having senior advisors with such breadth of expertise join Wilsons Advisory,” said Wilsons Advisory Head of Private Wealth Advisory Paul Bryant, “Casimir and Daniel represent the latest in a series of recent senior appointments into our Private Wealth team, which has grown significantly over recent years.”

Wilsons Advisory CEO Brad Gale further commented, “Wilsons Advisory is committed to delivering quality advice to clients, and is proud that our client-first focus and whole of firm approach allow us to attract candidates of such a high calibre. Today’s appointments represent a continuation of our unwavering commitment to providing the best outcomes to our clients, ranging from private investors to growing and emerging companies and the leading domestic and global institutions. In the past 12 months, we have added key senior staff across multiple teams including Tracey McNaughton as the Head of Macro Strategy, Daniel Porter as our lead Resources Analyst, Joseph Larcher to lead our digital strategy, and Christian Lunny to Head Advisory in our Corporate business, and going forward we intend to continue investing in our talent and our capabilities across the firm to drive value for our clients.”

Read the related article in Money Management.

About Wilsons: Wilsons is a financial advisory firm focused on delivering strategic and investment advice for people with ambition – whether they be a private investor, corporate, fund manager or global institution. Its client-first, whole of firm approach allows Wilsons to partner with clients for the long-term and provide the wide range of financial and advisory services they may require throughout their financial future. Wilsons is staff-owned and has offices across Australia.

Disclaimer: This communication has been prepared by Wilsons Advisory and Stockbroking Limited (ACN 010 529 665; AFSL 238375) and/or Wilsons Corporate Finance Limited (ACN 057 547 323; AFSL 238383) (collectively “Wilsons”). It is being supplied to you solely for your information and no action should be taken on the basis of or in reliance on this communication. To the extent that any information prepared by Wilsons contains a financial product advice, it is general advice only and has been prepared by Wilsons without reference to your objectives, financial situation or needs. You should consider the appropriateness of the advice in light of your own objectives, financial situation and needs before following or relying on the advice. You should also obtain a copy of, and consider, any relevant disclosure document before making any decision to acquire or dispose of a financial product. Wilsons’ Financial Services Guide is available at wilsonsadvisory.com.au/disclosures.

All investments carry risk. Different investment strategies can carry different levels of risk, depending on the assets that make up that strategy. The value of investments and the level of returns will vary. Future returns may differ from past returns and past performance is not a reliable guide to future performance. On that basis, any advice should not be relied on to make any investment decisions without first consulting with your financial adviser. If you do not currently have an adviser, please contact us and we would be happy to connect you with a Wilsons representative.

To the extent that any specific documents or products are referred to, please also ensure that you obtain the relevant disclosure documents such as Product Disclosure Statement(s), Prospectus(es) and Investment Program(s) before considering any related investments.

Wilsons and their associates may have received and may continue to receive fees from any company or companies referred to in this communication (the “Companies”) in relation to corporate advisory, underwriting or other professional investment services. Please see relevant Wilsons’ disclosures at www.wilsonsadvisory.com.au/disclosures.

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