Meet our Business Development team

Stuart is the NSW State Manager providing support to financial advisers using Perpetual's Managed Funds and the Perpetual WealthFocus platform

Stuart has worked in the financial industry since 1996 and before joining Perpetual in 2008 worked with Citi as Regional Manager within their Retail Structured Products team. He also worked at Macquarie Bank, where he was responsible for the distribution of margin lending and structured products to financial advisers and stock brokers.

Stuart is a registered Derivatives Adviser has an Advanced Diploma in Financial Services and an Advanced Diploma in Marketing

PHONE (02) 9229 3193
EMAIL stuart.dunn@perpetual.com.au

Ben joined Perpetual in August 2008 to manage adviser relationships throughout Sydney and the north coast of NSW.

Prior to joining Perpetual, Ben worked as Practice Development Manager for MLC in South Australia. Prior to that he worked as Business Developer in MLC 's Sydney office.

Ben holds an Advanced Diploma in Financial Services, an Advanced Diploma of Marketing Management and is currently completing an MBA at the University of NSW.

PHONE (02) 9229 3334
EMAIL ben.granbery@perpetual.com.au

Brett has worked in the finance industry for the past 14 years both in Australia and the United Kingdom. His career started at First State Fund Managers (now CFS) in 1997.

Prior to joining Perpetual in December 2009, Brett was a Business Development Manager for IOOF in Victoria. He has had a diverse background having previously held roles in Client Services and Training for CFS and a management role at Cogent in the UK. His main focus for the past six years has been in the retail platform and investment management arena.

He has a Diploma of Financial Services, Graduate Diploma of Applied Finance and is currently undertaking a Masters of Applied Finance and Investment.

PHONE (02) 9229 9978
EMAIL brett.guerin@perpetual.com.au

Amy joined Perpetual in February 2010 to manage adviser relationships in NSW. Amy has over 15 year's industry experience, both in Australia and offshore.

Prior to joining Perpetual, Amy was an Associate Director at UBS in the Equity Structured Investments division. Amy's main responsibilities at UBS included the development of financial planning distribution channels for the investment bank, and the marketing, research and sales of listed and non-listed equity derivative and structured products. Other relevant experience includes a role at Macquarie where she was the Sales Manager for Financial Products, focused on tailored solutions for the intermediary market and high net worth investors.

PHONE (02) 9229 9978
EMAIL amy.barron@perpetual.com.au

More recently, Camilla was an Account Management Coordinator, providing support to the Superannuation & Investment Solutions Business Development Managers in VIC, specialising in Platforms and DIY Super.

Camilla joined Perpetual in August 2007 and has worked on a variety of products including WealthFocus. Previously, Camilla has been an Account Manager within our DIY Super division, providing quality service to high net worth clients.

Camilla has a Bachelor of Liberal Studies and is currently studying towards a Diploma of Financial Planning.

PHONE (02) 9229 3544
EMAIL camilla.clark@perpetual.com.au

Lisa joined Perpetual in December 2010.

Lisa is currently studying towards a Diploma of Financial Planning.

PHONE (02) 9229 9236
EMAIL lisa.bennett@perpetual.com.au

Mark is the Account Executive for New South Wales and South Australia in the Strategic Advice Solutions team.

He joined Perpetual in July 2008 to manage adviser relationships throughout Sydney and Newcastle.

Prior to joining Perpetual, Mark worked as a BDM for over 10 years with Scottish Widows based in the UK. He also worked as a financial planner with MLC in Australia and Nat West in the UK.

Mark is a UK CFP holder and also holds the AFPC qualification via the Chartered Institute of Insurance. He is currently undertaking conversion papers to gain CFP status in Australia.

PHONE (02) 9229 3022
EMAIL mark.hearne@perpetual.com.au

Zabeen is a Senior Business Development Coordinator in the Strategic Advice Solutions team supporting Justin Carroll (QLD), Mark Hearne (NSW & SA) & Tobias Coleman (VIC & WA).

Previously she worked in the Superannuation and Investment Solutions team as an Account Management Co-ordinator focussing on platforms and SMSF clients.

She joined Perpetual in July 2007 and is one of the founding members of the PerpetualOne Premium Service within the Service & Operations team.

She has obtained a Bachelor in Commerce (Economics) from the University of Sydney along with her diploma in Self Managed Super Funds. She is currently undertaking a Diploma of Financial Planning.

PHONE (02) 9229 3981
EMAIL zabeen.barton@perpetual.com.au

Daniel is State Manager, VIC and TAS, he manages business strategy for these states and services key adviser groups.

Dan joined Perpetual in 2002 and was previously State Manager, SA and NT, and has moved back to Melbourne, where he was an Account Executive before moving to South Australia. He previously worked at AXA Australia in both Personal Superannuation and the Product and Marketing Division.

Daniel holds a Bachelor of Commerce and a Bachelor of Education from Deakin University and a Graduate Diploma in Financial Planning through the Securities Institute of Australia.

PHONE (03) 8628 0591
EMAIL daniel.moore@perpetual.com.au

Katrina provides business development support to financial advisers using Perpetual’Wealthfocus platform.

She joined Perpetual in April 2006 after working with BT Financial Group as Advice Coach and Adviser Development Manager working closely with the Westpac Financial Planners.

Katrina holds an Advanced Diploma in Financial Services (Financial Planning).

PHONE (03) 8628 0423
EMAIL katrina.parolin@perpetual.com.au

Alyce joined Perpetual in August 2011 as a Business Development Coordinator. Alyce assists Katrina Parolin and Heidi Fawcett in providing support for advisers using Perpetual funds and the Wealthfocus platform throughout metropolitan Melbourne and regional Victoria.

Alyce holds a Bachelor of Commerce (Financial Planning and Marketing) from Deakin University.

PHONE (03) 8628 0455
EMAIL alyce.mattmann@perpetual.com.au

Toby joined the Strategic Advice Solutions team at Perpetual in December 2010. He is an Account Executive providing adviser support throughout Victoria, Tasmania and Western Australia.

Toby has over nine years experience in financial services. Prior to joining Perpetual, he worked at Goldman Sachs & Partners Australia as an Account Manager responsible for building and maintaining client relationships in Victoria and Tasmania.

He also worked at Goldman Sachs Asset Management in London as part of the European Shareholder Servicing Team, working closely with a variety of Institutional and Corporate clients.

Toby holds a Master of Arts (Hons) from the University of St. Andrews, the Certified Investment Management Analyst (CIMA) certification from the Investment Management Consultants Association and the Investment Management Certificate (IMC) from the United Kingdom Society of Investment Professionals.

PHONE (03) 8628 0496
EMAIL tobias.coleman@perpetual.com.au

Michael joined Perpetual in August 2006 and has over eight years experience in financial services. In this time he has held roles in both Financial Advice, and Business Development. Before joining Perpetual, he worked as Business Partnership Manager for IWL Limited specialising in software implementation and training, assisting the Queensland adviser network with software solutions.

Michael holds a Diploma of Financial Services (Financial Planning).

PHONE (07) 3834 5689
EMAIL michael.gollagher@perpetual.com.au

Warwick Edwards is the State Manager for SA and NT. He manages business strategy for these states and services key adviser groups. Warwick joined Perpetual from BT Financial Group where he worked in Sales, Technical Services & Customer Relations for over 11 years.

Prior to this he has spent a further 10 years in Financial Services with Deutsche Funds Management & the AMP Society. Warwick holds a Diploma of Financial Planning & is currently studying towards the Advanced Diploma.

PHONE (08) 8418 5666
FAX (08) 8418 5699
EMAIL warwick.edwards@perpetual.com.au

Scott joined Perpetual in 2006 as a Business Development Manager in NSW. His BDM experience included over 12 months in our Brisbane office. Scott is currently a National Key Account Manager responsible for working closely with a number of our key national dealer groups.

Prior to Perpetual Scott worked for a Boutique Financial Services Recruitment Firm and prior to this worked as a Senior Financial Planner at ANZ in Sydney for 5 years.

He has obtained the Certified Financial Planner, CFP designation and completed a Diploma of Financial Planning and Diploma of Financial Services from FinSia.

PHONE (02) 9229 9064
EMAIL scott.baker@perpetual.com.au

Richard joined Perpetual in 2006 as a marketing and client research specialist. He is responsible for developing the customer strategy for Strategic Advice Solutions, including supporting advisers in growing their own businesses.

Richard’s prior roles have included General Manager of ANOP Research Services, Customer Experience Consultant at IAG, Research Manager at MBL (Hong Kong) and Research Executive at BBC Worldwide (London).

In his varied career, Richard has advised major corporations, governments, industry groups and many financial advisers on how to better meet the needs of their customers and constituents.

PHONE (02) 9229 9704
EMAIL richard.lea@perpetual.com.au