About

Team

About Us

Who are we and why did we begin?

Switzer is a privately owned boutique financial services firm established by Australian business leader Peter Switzer. Since inception we have successfully helped our clients create, manage and protect their wealth through many different investment cycles. Switzer is not owned by a bank or any other financial institution. Our highly qualified team is the perfect size to give our clients individual attention while drawing on a wide breadth of knowledge and experience.

Switzer staff includes certified financial advisers, equity specialists, portfolio accountants and administrators. We are committed to ongoing professional development and training to ensure our clients receive the highest quality up-to-date advice and service. Our senior financial advisers are also accredited Self Managed Superannuation Fund specialists.

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Services

What can we do for you?

Our knowledge and expertise could help you in a number of ways.
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Features
Wealth management

Focusing on investment portfolio construction, wealth and asset accumulation.

Lifestyle planning

Attending to debt management and cash flow advice.

Income & asset protection

Insuring your key financial assets.

Taxation planning

Aligning tax efficient strategies with your financial goals.

Retirement strategies

Advising on pensions, Centrelink and income stream strategies.

Self-Managed Superannuation Funds

Providing specialist advisory and portfolio administration services.

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Get in touch

For any enquiries

We would love to hear from you.
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Level 4, 10 Spring St.

Sydney NSW 2000
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1/578A MALVERN RD

Prahran VIC 3181
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