Talk to our Business Development Team

Stephen joined Perpetual in 2005 as State Manager, SA and NT. In January 2007, he relocated to Sydney for the role of State Manager, NSW and ACT. He is responsible for business strategy and the delivery of service to key adviser groups in NSW and ACT.

Stephen has a combined 16 years' experience in financial services and has gained a deep understanding of the industry through a variety of roles including asset consulting, product development, administration, as well as institutional and retail business development roles selling investments and corporate super.

Stephen holds an Honours Degree in Statistics from the University of Adelaide and is currently studying towards an MBA. He is a Fellow of Finsia and an affiliate member of the Institute of Actuaries of Australia.

Michelle Danieluk has been a key member of Perpetual's Adviser Distribution team since 2006, providing sales support to the State Manager and NSW team.  Michelle currently supports Allison Macfarlane (National Account Manager), in assisting her to manage relationships with a number of Perpetual's key National Dealer Groups.  She also provides support to Kate Chapple and Ben Granbery in maintaining adviser relationships in Metropolitan Sydney, Central West, Wagga Wagga, ACT and the NSW North Coast Region.

Kate manages adviser relationships for Perpetual throughout Sydney as well as across the Central West, Wagga Wagga and ACT. Kate joined Perpetual in March 2004 and was formerly a Business Development Officer with AXA Australia in Perth and has worked with the Bank of Nova Scotia, Canada.

Kate holds an Advanced Diploma in Financial Services and is approaching completion of a Bachelor of Commerce (Economics and Financial Planning) at Curtin University.

Simon manages adviser relationships throughout Sydney and South Coast regions of NSW. Simon joined Perpetual in 2005 to manage a number of client services teams. Prior to this, Simon held a similar role with ING Australia. He has over seven years' experience in the funds management industry.

Simon is currently studying a Bachelor of Business (Finance and Business Management) at Charles Sturt University.

Ben joined Perpetual in August 2008 to manage adviser relationships throughout Sydney and the north coast of NSW.
 
For the past three years, 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.

 

Mark 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 has 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.   

Shani joined Perpetual in January 2007 as part of the Unit Trust Registry.  In February 2008, she joined the Business Development team as a Sales Support Officer and was promoted to Account Associate in October  2008.  Shani provides support to Jorden Brown, assisting him to manage relationships with a number of Perpetual's key National Dealer Groups.  She also provides support to Simon Glazier and Mark Hearne assisting them in maintaining adviser relationships in Metropoliton Sydney, Newcastle and the NSW South Coast Region. 

Shani is currently studying towards a Diploma of Financial Services (Financial Planning).

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

Dan 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.

Heidi joined Perpetual in November 2005. She commenced as an Account Executive in July 2008 providing adviser support throughout metropolitan Melbourne and regional Victoria.  Her previous role at Perpetual was as Account Management Co-ordinator. Heidi has also worked with Schroders in London as a Client Services Administrator and prior to this she was a Client Services Dealer with the Treasury Corporation of Victoria for three years.

Heidi holds a Bachelor of Business from Victoria University and is currently studying toward a Graduate Diploma in Financial Planning.

Audra has worked with Perpetual since September 2003. In May 2007, she took a role as Account Executive, providing adviser support throughout metropolitan Melbourne and regional Victoria. Her previous roles with Perpetual include account management co-ordinator and market and competitor analyst, giving her a unique perspective on the financial services industry. Audra has also worked as a product analyst and as a financial consultant.

Audra has a Bachelor of Business from Latrobe University and holds an Advanced Diploma of Financial Services (Financial Planning).

Mark provides adviser support throughout metropolitan Melbourne and Tasmania. Prior to joining Perpetual in May 2007, he was State Manager for Business Partnerships at IWL Limited. Before this Mark worked with WHK and AXA in financial planning roles.

Mark holds a Diploma of Financial Planning from Deakin University and is completing the CFP program.

Joseph provides adviser support throughout northern Victoria and metropolitan Melbourne. Before joining Perpetual in April 2006 he worked as Financial Services Manager at the Commonwealth Bank, where he was responsible for a team of financial planners. Before this, Joseph worked with NAB as a practice development manager and with MLC Private Clients as a financial planner.

Joseph holds a Bachelor of Arts, a Graduate Certificate in Marketing and a Diploma of Financial Planning from Deakin University.

Alisha joined Perpetual in 2008 to assist Katrina Parolin and Karyn Jones in providing adviser support for Structured Products and Platforms to Victoria and Tasmania. Before joining us, Alisha worked with a Count Wealth Accountants firm as a paraplanner.

Alisha holds a Bachelor of Commerce in Accounting and Financial Planning from Deakin University.

Allira joined Perpetual in February 2007. She assists Audra Ibbetson and Mark Jordan in providing adviser support in metropolitan Melbourne and Tasmania. Prior to this she assisted Katrina Parolin in providing adviser support for Platforms in Victoria and Tasmania.

Allira holds a Bachelor of Business (Banking and Finance) from Monash University and is currently studying toward a Graduate Diploma in Applied Finance.

Laura joined Perpetual in July 2007 as the Client Service Co-ordinator to support the Melbourne Adviser distribution team. In July 2008, she was promoted to Account Management Co-ordinator to assist Joe Tobias and Heidi Fawcett in providing adviser support to metropolitan Melbourne and parts of regional Victoria. Laura previously worked as the Sales and Productions Manager for Sirecam Group Pty Ltd.

Laura holds an Advanced Diploma in Horse Studies (Breeding) from NMIT and having worked within the thoroughbred racing industry for two years decided upon a change into the finance industry.

Tony joined Perpetual in November 2008 in the QLD team as our QLD State Manager.  Tony has over 10 years’ experience servicing Queensland financial planners and he joins us from Australian Unity where he was the Regional Manager for Queensland and Northern New South Wales. Before this, Tony was Vice President Retail Sales – Queensland and Northern New South Wales for Deutsche Asset Management.

Tony has completed a Diploma in Financial Planning

Scott joined Perpetual in September 2006 in the NSW team and recently moved to QLD to manage our QLD accounts.  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 4 years, where he obtained the Certified Financial Planner, CFP designation and completed a Diploma of Financial Planning and Diploma of Financial Services from FinSia.

Michael joined Perpetual in August 2006. Michael has over five years' experience in financial services. Before joining Perpetual, he worked as Business Partnership Manager for IWL Limited specialising in VisiPlan software, assisting the Queensland adviser network with software solutions.

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

Natalie joined Perpetual in 2008 to assist the Brisbane team, providing support for Queensland advisers. Before joining us, Natalie worked with Alleasing as Sales Support officer.

Natalie holds a Bachelor of Commerce in Banking and Finance from Griffith University.

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.

Loan has worked with Perpetual since March 2007. In August 2008, she became Account Management Co-ordinator to provide adviser support in South Australia and the Northern Territory, as well as state-based dealer groups using Perpetual WealthFocus.

Prior to this she supported both Perpetual's Private Clients and Perpetual Investments for South Australia as the Regional Administrator.

Loan holds a Bachelor of Finance from Adelaide University in South Australia and is currently studying toward a Graduate Diploma in Applied Finance.

Rob joined Perpetual in July 2008 to manage the WA business strategy and services key adviser groups. Rob has 18 years’ experience in financial services, working in areas such as retail/commercial lending, financial planning, funds management and platforms. Rob has previously worked for Macquarie, Skandia, Portfolio Partners and Commonwealth Bank. He has spent the last six years in adviser distribution in BDM/State Manager roles.

Rob recently graduated from the Australian Graduate School of Management with an MBA through the Executive program, and also has a Graduate Diploma in Financial Planning.

Natasha joined Perpetual in November 2007 as an Account Executive to provide service and support to financial advisers in WA and SA. Natasha has worked in the finance industry since 1993 and has focused on the financial planning sector since 2002. Her experience includes financial advising, practice management and business development.

Natasha holds an Advanced Diploma of Financial Services.

Chris joined Perpetual in January 2007 to provide adviser support throughout metropolitan Melbourne and Tasmania. Chris returned to Perth in May 2008 to deliver platform and structured product services to the West Australian adviser network.

Chris joined us from St Andrew's where he worked as a Financial Planner with retail and BankWest Business Banking, and the Commonwealth Bank of Australia as a Financial Planner and Paraplanner.

Chris holds a Bachelor of Commerce in Economics and Finance from Curtin University in Western Australia and is currently studying toward a Graduate Diploma in Applied Finance.

Debbie joined Perpetual in June 2006 as Account Management Associate. She assists Rob Thompson and Natasha Daniels to provide adviser support in WA.
 
Before joining Perpetual, Debbie worked as a personal assistant in various industries in Australia and the UK. Before migrating to Australia, she worked in the Client Sales and Management department for the London Stock Exchange for two years.

 

Stuart joined Perpetual in 2008 as the NSW Sales Manager for Structured Products. He is responsible for product education and strategy as well as assisting advisers to get these messages to their clients.

Stuart has worked in the financial industry since 1996. Before joining Perpetual he 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, protected equity loans and Fusion products to third party advisers and stock brokers. He was also part of the management team that built the CommSec broking and margin lending business.

Karyn joined Perpetual in February 2005 and provides adviser support throughout metropolitan Melbourne and parts of regional Victoria. Karyn joined us from Trust Company where she was State Manager for Financial Planning. Karyn previously worked with Macquarie Bank for 15 years in various roles in training, operations, project management and business development.

Karyn is currently studying for the Diploma of Financial Markets through the Securities Institute of Australia.

Shane joined Perpetual in August 2005. He is the State Manager for Queensland, and is primarily responsible for the management of the business development strategy for financial advisers.

Before joining Perpetual, Shane worked with several companies servicing and supporting the Queensland adviser network and has been in the financial services industry for 14 years, all of which has been spent in Queensland.

Paul joined the business development team in March 2008 as Senior Business Development Manager for Platforms Sales. He covers WealthFocus, DIY Super and IDPS platforms, as well as Structured Products.

Paul joined Perpetual in May 2005 and has over 15 years’ experience in financial services. Before joining our team he was our Senior Client Services Manager, responsible for adviser and investor service teams across the spectrum of Perpetual’s products.

Prior to joining Perpetual, Paul worked with ING Australia managing large operational teams. His in-depth experience extends to an array of blue-chip investment firms including AMP, Colonial First State and HSBC.

Michaela joined Perpetual in 2002 to work with our Unit Trust Registry and became a member of the Business Development Team in December 2004. Michaela has recently been appointed Business Development Manager, WealthFocus and provides technical systems and training support to advisers and dealer groups for the WealthFocus platform. She also has experience from working in London at leading investment Management firms.

Michaela holds a Bachelor of Arts from Victoria University, Wellington NZ and is currently studying toward a Graduate Diploma in Financial Planning.

Katrina supports and works closely with dealer groups and advisers to provide technical systems and training support for the WealthFocus platform. Katrina 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).

Paul joined Perpetual in June 2007 as Business Development Manager to provide support, training and development for advisers and dealers groups using Perpetual WealthFocus. Paul has 10 years' experience in financial services, and joined us from Aviva where he worked as State Business Process Consultant for the Navigator platform working directly with the Queensland IFA market.

Paul Holds a Bachelor of Science from the Queensland University of Technology, Certificate in Workplace Assessment and Training and is currently studying to complete a Diploma in Financial Planning.

Jesse joined Perpetual in July 2005 to work with our client service team. He joined the business development team in July 2008 as Account Management Co-ordinator to provide technical systems and training support to advisers and dealer groups for the WealthFocus platform in NSW and ACT.

Jesse has a Bachelor of Property Economics from the University of Western Sydney.

Damian drives our national strategies for both product and business development as well as sales and marketing support. He co-ordinates all activities of our retail adviser team to ensure our key clients partnerships are successful for the long term. Damian joined Perpetual in 1994 after having worked with several funds management companies to service and support the adviser network.

Damian is an Associate Member of the Securities Institute of Australia and holds a Bachelor of Commerce from the University of New South Wales.

Katriona joined Perpetual in February 2008 as the Personal Assistant to Damian Crowley, General Manager of Adviser Distribution.

Prior to this she worked in the IT industry supporting the Director of Consumer, as well as event management and operations nationally.

Katriona holds a Diploma in Advanced Business Administration from St Patrick's Business College in Sydney.

Jorden joined Perpetual in April 2005 and is responsible for managing relationships with a number of our key national dealer groups. Prior to this, Jorden was a Senior Business Account Executive within Perpetual's NSW team. 

Before joining Perpetual, Jorden worked at Macquarie Bank and Rothschild Australia Asset Management in Business Development roles.

Jorden holds a Bachelor of Business Studies from Charles Sturt University.

Karl joined Perpetual in 2002 and is currently a National Account Manager responsible for working closely with a number of our key national dealer groups. Karl's previous position at Perpetual was as a Senior Business Development Manager responsible for actively servicing financial advisers throughout Victoria and Tasmania.

Prior to joining Perpetual Karl was a Business Development Manager for Advance Funds Management. He entered the financial services industry in 1998 as a financial adviser for MLC Private Clients.

Karl holds Bachelor Economics, a Diploma Financial Planning and a Master of Business Adminstraton.

Allison joined Perpetual in April 2008 and is responsible for managing the relationships with a number of our key national dealer groups. She has over 16 years' industry experience including adviser distribution roles at BT, Rothschild and The Private Collection. 

Allison holds a Bachelor of Commerce from the University of Queensland and a graduate diploma from the Securities Insititute of Australia (now Finsia).

Louise is National Sales Performance Manager, and is responsible for developing training and development programs for the business development team. She joined Perpetual in December 2000 as Business Development Manager and managed the business development teams in Victoria and Tasmania. Louise previously worked for five years at Barclay Global Investors as Victorian State Manager.

Louise is an affiliate member of the Securities Institute of Australia and holds a Diploma of Teaching and a Diploma in Financial Markets.

Katie is National Operations Manager. She joined Perpetual in January 2006 as Account Management Co-ordinator, helping support key national accounts and structured products. Before joining us, Katie worked with Doncaster BMW as a Customer Relations and Administration Support.

Katie holds a Bachelor of Commerce with Honours in Economics from Deakin University, and is currently studying toward a Graduate Diploma in Financial Planning.