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 2008 to manage adviser relationships throughout Sydney and the North Coast of NSW.

Ben has over eleven years experience in Financial Services and has worked across a diverse range of product disciplines including managed investments, insurance and investment platforms, prior to joining Perpetual he worked as a Practice Development Manager at MLC.

Ben holds an Advanced Diploma in Financial Services and an MBA from the Australian Graduate School of Management.

PHONE (02) 9229 3022
EMAIL ben.granbery@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 3351
EMAIL amy.barron@perpetual.com.au

Lisa has worked in the finance industry for the past 7 years both in Australia and New Zealand. Her career started at The National Bank in New Zealand working as a Business Banking Consultant in 2005.

Lisa joined Perpetual in December 2010 as a Business Development Co-ordinator for NSW/ACT and prior to joining Perpetual, held similar roles at AMP Capital and Citi. She now provides account management support to financial advisers in NSW/ACT.

Lisa is RG146 compliant and currently working towards a Diploma of Financial Planning.

PHONE (02) 9229 9236
EMAIL lisa.bennett@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

Karyn joined Perpetual in February 2005 following 3 years at Trust Company of Australia where she was State Manager, Financial Planning.

Prior to this, Karyn worked at Macquarie Bank from 1987 until 2002, experiencing many different roles including Client Services Manager, Victorian Training Manager and Business Development Manager in both Funds Management and Margin Lending.

Karyn holds a Diploma of Financial Planning.

PHONE (03) 8622 4905
EMAIL karyn.jones@perpetual.com.au

Alyce is a key member of the Victorian Adviser Distribution team. She is an Account Manager who provides support to financial advisers across Victoria and Tasmania.

Alyce joined Perpetual in August 2011 where she commenced as a Business Development Coordinator. The role involved assisting the Business Development Managers across Victoria in providing support for advisers using Perpetual funds and the Wealthfocus platform.

Alyce holds a Bachelor of Commerce (Financial Planning and Marketing) from Deakin University and is currently studying towards a Diploma of Financial Planning.

PHONE (03) 8628 0455
EMAIL alyce.mattmann@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

Justin's career has included over 19 years of financial services experience where he was a Financial Adviser prior to his roles in business development.   Most recently, he worked in the platform market for nine years with Macquarie Group.

Justin has been with Perpetual since December 2010, originally as an Account Executive in the Strategic Advice Solutions team with responsibility for the Queensland market.  He is currently the Platforms Business Development Manager for Queensland and Western Australia.   Justin holds a Diploma of Financial Markets (SIA), Graduate Diploma in Applied Finance & Investment (Finsia) and an MBA (QUT).

PHONE (07) 3834 5632
EMAIL justin.carroll@perpetual.com.au

Martin joined Perpetual in April 2012 as Queensland Account Manager, he brings with him over ten years experience in the financial services sector both in Australia and the United Kingdom.

Having held positions at Macquarie Bank within both the Life and Superannuation teams as well as managing a busy financial planning office in Brisbane's CBD, Martin then took on relationship management roles for both the Royal Bank of Scotland and Barclays Capital in the UK. Most recently, Martin has run his own Mortgage Broking business before joining Perpetual.

Martin has completed a Bachelor of Business Management with the University of Queensland and holds a Graduate Certificate in Financial Planning.

PHONE (07) 3834 5643
EMAIL martin.lynam@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

Tim McCallum is the State Manager for Western Australia where he manages business strategy and services key adviser groups. Tim joined Perpetual in 2012 and has more than 30 years’ experience in the financial services industry. This includes working as a self-employed financial adviser and a 15 year management career with AMP/AXA. More recently he was State Manager for Guardian Financial Planning & Cameron Walshe and then Head of Distribution for BT Financial Group.

Tim’s strong business coaching background saw him appointed to his last role as General Manager, 10X WA to establish the 10X Business Coaching brand in WA.

Tim was granted Certified Financial Planner (CFP) status in 2002 after completing the Diploma of Financial Planning through Deakin University and has been a member of the Australian Institute of Training & Development since 1991. He also holds the Certificate of Workplace Assessment from the University of Technology Sydney.

PHONE (08) 9224 4468
EMAIL tim.mccallum@perpetual.com.au

Justin's career has included over 19 years of financial services experience where he was a Financial Adviser prior to his roles in business development. Most recently, he worked in the platform market for nine years with Macquarie Group.

Justin has been with Perpetual since December 2010, originally as an Account Executive in the Strategic Advice Solutions team with responsibility for the Queensland market. He is currently the Platforms Business Development Manager for Queensland and Western Australia. Justin holds a Diploma of Financial Markets (SIA), Graduate Diploma in Applied Finance & Investment (Finsia) and an MBA (QUT).

PHONE (07) 3834 5632
EMAIL justin.carroll@perpetual.com.au

Kyle joined Perpetual in March 2012 and is responsible for managing the Research Relationships, Operations and Business Intelligence & Analytics teams within Retail Distribution.

Before joining Perpetual, Kyle worked at MLC and nabWealth, managing research relationships for the group for 3 years. Prior to that, he spent several years as a Research Manager within the ThreeSixty Research team, providing investment research on direct equities, alternative investments and structured products to MLC's aligned adviser networks.

Kyle holds a Bachelor of Accounting from the Univeristy of Technology, Sydney, is a Certified Practising Accountant and a Chartered Financial Analyst charterholder.

PHONE (02) 9229 9978
EMAIL kyle.lidbury@perpetual.com.au

Matt joined Perpetual in March 2012 as General Manager, Strategic Accounts. Matt has over 20 years financial services experience and joined Perpetual from nab / MLC where he was Head of National Accounts & Research Relationships.

Previously, he spent 10 years with Colonial First State across numerous sales and business development roles.

Matt holds a Bachelor of Business (Accountancy) from the Queensland University of Technology and a Graduate Diploma in Applied Finance and Investment at FINSIA.

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

Toby joined Perpetual in 2010 and is a Strategic Account Manager responsible for working closely with a number of our key national dealer groups.

His previous role at Perpetual was as an Account Executive in the Strategic Advice Solutions team, providing adviser support to boutiques throughout Victoria, Tasmania and Western Australia.

Toby has over ten 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. He is currently studying towards a Diploma in Financial Strategy at the Saïd Business School, University of Oxford.

PHONE (02) 9229 9565
EMAIL tobias.coleman@perpetual.com.au