Our Institutional Sales and Service team works closely with our institutional clients incorporating research and analysis, intermediary relationships and client services & sales. Serving a range of industry, corporate and government clients and charities with unique investment needs, we recognise the specialised requirements of these our institutional investors.
For general enquiries please contact Wholesale Services:
Phone - 1800 110 941
Fax - 02 8256 1475
Email - piresearch@perpetual.com.au
Office location
Level 12
Angel Place
123 Pitt Street
Sydney NSW 2000
Mailing address
PO Box 4171
Sydney NSW 2001
DX 365 Sydney
Learn more about our Asset Management Team here too.
Andrew Francis
General Manager - Asia Pacific Institutional Relationships - Global Equities
Andrew joined Perpetual in April 2005 and is General Manager, responsible for institutional sales and servicing for our global equities business within the Asia Pacific region. Prior to joining us, Andrew was a Senior Research Consultant at Mercer Investment Consulting where he headed Australian equity research, consulted to some large funds and was a member of Mercer's investment committee. Andrew has over 14 years experience in consulting, funds management and investment banking.
- PHONE
- (02) 9229 3528
- FAX
- (02) 9229 3965
- andrew.francis@perpetual.com.au
Justin Walsh
General Manager, Institutional Sales and Servicing, Australian Equities
Justin has been Senior Portfolio Specialist, Australian Shares since joining Perpetual Investments in September 2006. Working with Perpetual's Australian Equity team, he is responsible for relationships with clients, researchers and asset consultants for all fundamental Australian Share portfolios.
Justin has over 16 years industry experience, and prior to joining Perpetual worked at Morningstar Research as Head of Research for three years. Other previously held positions include, Asset Consultant at Towers Perrin and Head of Research at Macquarie Financial Services (part of Macquarie Bank Group). Justin has also worked in several chartered accountant firms including KPMG.
- PHONE
- (02) 9229 9803
- FAX
- (02) 9229 3965
- justin.walsh@perpetual.com.au
Stuart Lacey
Head of Wholesale Services
Stuart joined Perpetual in 2000 originally as Manager, Client Services Division of Perpetual Wealth Management. He moved into his current role in April 2005 and manages the team who provide our Institutional and IDPS/Masterfunds clients a superior level of service for performance information, commentary and service related issues.
Prior to joining Perpetual, Stuart was with MLC in various client service roles.
- PHONE
- (02) 9229 3151
- FAX
- (02) 9229 3965
- stuart.lacey@perpetual.com.au
Jessica O’Young
Institutional Account Manager
Jessica joined Perpetual in October 1999 as a Research Analyst and took on her current position in June 2005. Jessica provides day-to-day reporting services to our wholesale clients.
Previously Jessica worked as a Portfolio Accountant at State Street Australia.
- PHONE
- (02) 9229 9018
- FAX
- (02) 9229 3965
- jessica.oyoung@perpetual.com.au
Amanda Jackson
Institutional Account Manager
Amanda joined Perpetual in February 2003 and is a account manager within institutional team providing reporting and client service to our instituitonal accounts. Amanda previously worked as a team leader within Client Service and Administration and as a Account Manager within the DIY Super Trustee Services division of Perpetual Personal Financial Services.
Amanda has over 10 years experience with the financial services industry, working within financial planning and superannuuation.
- PHONE
- 02 9229 9647
- FAX
- 02 9229 3965
- amanda.jackson@perpetual.com.au
