Employer Commitment - Wealth Management

EMPLOYMENT COMMITMENT PITCHER PARTNERS SYDNEY OCTOBER 2023 WEALTH MANAGEMENT

THE PITCHER PARTNERS EMPLOYEE PROMISE LEAD YOUR WAY

Contents

At Pitcher Partners, we're strongest together because we believe success is better shared.

Achieving growth through collaboration — both with our people, and our clients.

It’s matching your passion with purposeful work, and flexibility that works for you. And it’s investing in your future, so that whatever success looks like to you, we’ll help you find it.

Here, you can take ownership. With all the support to be the best you can be. Because encouraging your ambition, and keeping your fire ignited, benefits us all.

Ours is a dynamic workplace, always looking forward and open to new ways of thinking and doing.

Fostering real engagement to do real rewarding work, with a tangible impact. Celebrating the diversity of our people — and their accomplishments. Using our strength to build better relationships, better results, and a better place to work, together.

As a practice we deliver on our employee promise to you by…

2 Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.

Our culture

3

Our values

4

Benefits of joining Pitcher Partners Sydney

5

What you can expect from Pitcher Partners Sydney

6

What Pitcher Partners Sydney expects from you

7

Definitions

8

OUR CULTURE Staff As a practice we seek high performers (staff) who are, or are working towards, being •

Connected to the firm via its values and culture

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Self-motivated, aware and disciplined

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Driven by continual learning

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Able to act like a leader

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Proactive, not waiting to be told what to do

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Prepared to go above and beyond their job description

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Positively connected, genuinely invested and inspired by potential

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Supportive of those around them, sharing knowledge and expertise for the benefit of others and the practice as a whole

Clients As a practice we commit to delivering an exceptional client experience driven by our commitment to 'Making business personal' •

Being responsive and getting back to them in a timely manner

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Building authentic, genuine relationships by listening and truly understanding their needs

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Sharing knowledge and expertise that will benefit clients

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Providing proactive support and forward thinking guidance which gives clients the confidence to make decisions for the future

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Providing advice beyond the expected technical capabilities. Not just meeting their needs but exceeding them

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Adopting a collaborative partnership approach when delivering our services

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Delivering quality and excellence, each and every time

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Seeking regular feedback through the firm’s Client Listening Program

Our culture is what sets us apart and creates a great experience for our people. Everything we do aligns with the following cultural pillars:

A TEAM WITH HEART

HERE FOR OUR CLIENTS

EMBRACING POSSIBILITY

We foster genuine relationships based on respect and care for one another, our clients and our communities.

We pride ourselves on the close, professional relationships we build with our clients. They trust us with their most personal information, and their aspirations.

We don’t believe there is only one right way. Whilst we always act with integrity, we believe in being open to new ideas and new thinking.

3 Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.

OUR VALUES Our purpose is to enable growth and ambition, together. We are looking for staff to consistently demonstrate our core behaviours of:

BE BRAVE

BE THE CUSTODIAN

Find your voice and challenge the norm

Put yourself in the client’s shoes and be proud to fly the flag

OWN IT

PLAY AS ONE TEAM

Have a passion for all that you do remembering you get out what you put in

Working together to achieve the bigger picture

If we behave in accordance with our values, that creates our culture and ensures we’re delivering an experience to our people, so they feel positively connected, genuinely invested and inspired by potential.

4 Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.

BENEFITS OF JOINING PITCHER PARTNERS SYDNEY Benefit

Details

Initiatives

Financial wellbeing

We are a leading network of independent Australian accounting and advisory firms. Our remuneration offerings are highly competitive for the profession.

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Pitcher Points

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Parental leave policy

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Employee discounts

We believe that our office offers an environment to best

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Pitcher Points

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support our clients

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Parental leave

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develop our people

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Personal leave

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continue to strengthen our team-based culture

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Hybrid working

We commit to maintaining a physically and psychologically healthy environment as the foundation commitment of our Wellbeing Charter. The Charter was developed to allow staff to understand how we can help and support them. To deliver on our Wellbeing promise we need staff to communicate openly and honestly with us. The platform we use to measure, monitor and respond to changes in staff wellbeing is Everperform.

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Wellbeing charter

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Wellbeing program

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Everperform

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Employee Assistance Program (EAP)

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Better Workplace Committees

We facilitate the creation of personal / bespoke development plans where staff choose how hard they push / challenge themselves based on what matters to them at that point in time. We develop our people by giving them opportunities and surrounding them with great teammates and challenging work. We value high performing people who are ‘self-improving’ and provide them with the right environment to let them grow. We are very honest with each other.

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Development programs – Leadership, Manager, Admin and Technical

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On demand learning

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Virtual mentoring

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Undergraduate / postgraduate support

A key component of the firm’s Strategic Plan is building a defined Environmental, Social and Governance (ESG) plan – what we refer to internally as our Pitcher Purpose. One initiative that helps align our activity in the social space and maximise our impact is our formalised charitable giving program. As part of our commitment to delivering on A Team with Heart we facilitate opportunities to donate time and financial support to firm chosen charities, as well as provide staff access to a charitable giving platform GoodCompany.

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Pitcher Purpose

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Pitcher Points

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Disconnect days – team and charity

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Workplace giving

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GoodCompany

Flexibility

all whilst being aligned to sound WH&S practices.

We strive to maintain a sense of family and fun in all that we do. We aim to provide our people with the freedom and autonomy to determine how they work best and to provide the structures, technology and environment necessary to support the desired ways of working. We currently permit staff to work two (2) days per week away from the structured (work / client) environment.

Health and wellness

Grow your career

Connecting with your community

5 Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.

WHAT YOU CAN EXPECT FROM PITCHER PARTNERS SYDNEY SETTING EXPECTATIONS We want to provide an environment for you to be the best you can be because we know your success is key to our success.

At Pitcher Partners we offer: 1. A sense of purpose and a clear vision that we strive together to achieve.

2. A diverse, equitable and inclusive team that support and care for each other.

3. A collaborative, team environment where you can learn and grow from your peers and partners.

Importantly all while having fun.

4. Strong partnerships with leading clients, fostering mutual trust and collaboration to enhance the value of their business.

5. The ability to really make a difference to the lives of our individual clients, offering personalised advice tailored to their unique circumstances, enabling them to achieve their goals.

6. The career you want through coaching and mentoring, flexible learning opportunities and progression, that reflect your individual ambition.

7. An environment that actively fosters curiosity, critical thinking, and innovative approaches, empowering individuals to embrace new ideas and drive positive change for the future.

8. A community where you can find a sense of belonging and a platform to express your thoughts and ideas.

A space where your voice is valued and encouraged to contribute to our collective success.

6 Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.

WHAT PITCHER PARTNERS SYDNEY EXPECTS FROM YOU SETTING EXPECTATIONS In return, we ask that you commit to contributing to our culture to build better relationships, better results, and a better place to work, together.

At Pitcher Partners we are looking for you to: 1. Contribute to being part of a positive and supportive team, respecting diverse views and be there for your colleagues. (Play as one team) 2. Have the commitment and care, regardless of your role, to provide the results that will help our clients grow. (Be the custodian) 3. Make the right choices for our people, our clients and our communities. (Own it) 4. Bring new thinking and ideas, being adaptable to change and flexible for the future. (Be brave) 5. Be self-motivated and take the initiative. Challenge yourself and others to think differently. (Own it) 6. Continue to further your professional qualifications (Own it)

In addition, there are some practical things we need you to do:

YOUR TIME IS VALUABLE

CONSIDERATE LEAVE

Ensure you are making the most of your time and contributing to the practice

Be considerate of your teammates and not take leave during busy periods and applying via the firm platform in advance

7 Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.

DEFINITIONS Term

Definition

Disconnect Days

To support the wellbeing of our staff we set aside two Disconnect Days per year. The first focusses on teams disconnecting with each other outside the office environment at an activity of their choosing. The second supports volunteer efforts and allows teams to give back to organisations within the Pitcher Purpose framework or alternatively an organisation they are passionate about.

Everperform

The platform we use to measure, monitor and respond to changes in staff wellbeing is Everperform. The firm sends weekly pulse surveys, which staff are required to complete.

Parental Leave Policy

Pitcher Partners Sydney values the contribution of all staff and is committed to supporting their decision to have a family and combine work and family responsibilities. We offer eligible staff parental leave provisions in accordance with legislated requirements and additional incentives as provided by the firm. Pitcher Partners Sydney’s parental leave policy encourages staff to return to work following a period of parental leave.

Pitcher Points

Pitcher Points is a key element of our remuneration model. Staff earn points for behaviours aligned to the firm values and actions above and beyond usual scope of work. The framework allows staff to redeem points for a multitude of rewards available.

Pitcher Purpose

A key initiative of the firm’s Strategic Plan to create a formalised ESG program, with initial focus on the ‘S’ of Social. Under Pitcher Purpose is a formal charitable giving program where the firm formally supports four charities per calendar year. Support can include financial donations, internal fundraising events, volunteering of staff time, low or pro-bono work.

Wellbeing Charter

Pitcher Partners Sydney recognises the importance of supporting the wellbeing of all staff and partners. In doing so, it acknowledges and understands the significant impact that work and the workplace can have on an individual’s wellbeing. The Wellbeing Charter sets out the firm’s commitments to ensuring the maintenance of physically and psychologically healthy environments.

Wellbeing Program

A separate Wellbeing Program is designed to provide a multi-faceted approach to boosting and supporting employee wellbeing. The Wellbeing Program is focused on the following key areas to build a physically and psychologically healthy workplace.

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Education and training

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Awareness and resources

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Active promotion

The program utilises tools from all three of these categories to support multiple dimensions of an individual’s wellbeing.

Workplace Giving

Through our Pitcher Purpose program, we have formalised our charitable workplace giving.

We run a calendar of fundraising events through the program, as well as provide staff access to our workplace giving platform GoodCompany. The platform allows staff to undertake one-off donations, set up regular payroll giving, participate in fundraising activities and take part in volunteering opportunities when available.

8 Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.

Pitcher Partners is an association of independent firms.

Liability limited by a scheme approved under Professional Standards Legislation.