Meet our Institutional Sales and Services Team
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 Institutional Services:
Phone - 1800 110 941
Fax - 02 8256 1475
Email - piinstitutional@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.
Warwick Boys
General Manager, Institutional Relationships, Income and Multi Sector
- PHONE
- (02) 9229 3528
- FAX
- (02) 8256 1466
- warwick.boys@perpetual.com.au
Daniel Campbell
General Manager - Asia Pacific Institutional Relationships - Global Equities
- PHONE
- (02) 9229 9019
- FAX
- (02) 8256 1466
- daniel.campbell@perpetual.com.au
Cathy Doyle
Group Executive, PI Business Services & COO Australian Equities
- PHONE
- (02) 9229 3923
- FAX
- (02) 8256 1475
- cathy.doyle@perpetual.com.au
Stuart Lacey
Snr Manager - Institutional 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.o'young@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 institutional 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
