Leads Perpetual’s Advice & Accounting Teams across QLD, NSW & ACT.
Andrew leads Perpetual’s high net worth advisory business & accounting business within Perpetual Private, providing tailored, holistic financial advice and solutions for successful individuals, families and community-based organisations. Andrew is the chair of Perpetual’s Reconciliation Action Plan working group and a member of the Perpetual Trustee Company Limited Board.
Before this role, Andrew was General Manager, Community and Social Investments, where he led a national team of fiduciary, investment and advice professionals who partner with clients to help them achieve outcomes within their communities, encompassing not-for-profit and Native Title as well as philanthropic relationships.
Andrew has also led the advice team in Queensland and was Perpetual Private’s NSW & ACT State Manager for six years, where he helped individuals, families and Not-for-Profit organisations to manage their unique and complex financial requirements
Andrew joined Perpetual as a Senior Financial Consultant where he was responsible for introducing new high net worth clients into the business.
Andrew started his career working with an independent financial planning group before relocating to London and then Hong Kong to work in funds management. On his return to Australia, Andrew held roles both as a financial adviser and Head of Premier Services NSW at a large Australian retail bank.
Andrew holds a Bachelor Business from Queensland University of Technology, and a Diploma in Financial Planning from Deakin University (VIC).
NSW / ACT
Peter is a lead partner based out of our Sydney offices, managing multiple specialised teams across financial advice, medical specialists, fiduciary services such as Perpetual’s Lifestyle Assist s and other support roles.
As well as managing people, Peter brings together all the resources needed to provide advice and aged care support services for our clients, including operations management and business-to-business sales and marketing.
Peter has been with Perpetual for five years. Prior to this, he spent over a decade working with accounting and legal practitioners for CPA Australia and The Tax Institute.
Peter is also a Director of several Not-For-Profit organisations which are responsible for significant physical and monetary assets.
Peter holds a Master of Business Administration (Business Law) and has completed a Diploma of Financial Planning. He also has a Foundations of Directorship from the Australian Institute of Company Directors.
Jamie is the Partner of NSW’s Community & Social Investment and Not For Profit division.
He leads a high performing financial advice team with over A$1.5 billion in funds under management.
Jamie has over 20 years’ experience providing sophisticated investment advice to high net worth families and Not-For-Profit organisations
In his role at Perpetual, Jamie provides strategic advice to both Philanthropists and Not-For-Profits across medical research, cemeteries, schools, professional and sporting associations, indigenous land councils and other community organisations, to help maximise their investments to support the community.
Jamie takes a partnership approach with his clients to deliver tailored investment strategies to meet their specific investment objectives, taking into account ethical portfolio preferences and board governance requirements. He works closely with specialist teams within Perpetual, including investment strategy and governance, portfolio construction, investment research, philanthropy, estate planning and local and international tax and accounting.
Prior to joining Perpetual, Jamie spent 7 years as a Senior Adviser at Westpac Private, where he was responsible for providing sophisticated advice to wholesale clients. He held a similar role prior to Westpac at NAB Private.
Jamie holds a Bachelor of Business from Griffith University, is a Certified Financial Planner and is a Member of the Australian Institute of Company Directors (AICD).
Phill is the Partner of NSW’s Medical division.
He is responsible for the development, oversight and implementation of the national advice strategy and capability for medical specialists.
Phill has specialised in providing financial advice to healthcare professionals since 1989, with the first 18 years of his career being in the UK, before emigrating to Australia with his family in 2008.
Prior to moving to Australia, Phill held senior management, strategy development and advisory positions, in two of the UK’s largest financial institutions, before setting up his own practice in 1999.
In 2003, he was a founding partner in one of the UK’s largest privately owned Independent Financial Advisory firms.
Phill’s expertise extends across a broad range of financial matters including superannuation (including SMSFs), investment strategies, personal and business risk management, as well as debt management. As a regular presenter at Business and Financial Lifestyle courses for Medical Specialists across the country, he takes his role as a financial mentor, coach and educator very seriously and his relationships with his clients are collaborative ones, characterised by the aim of helping his clients achieve their desired lifestyle.
Anthony is the Partner of NSW’s Business Owners & High Net Worth division.
With deep experience partnering with Executives, Business Owners and their families, Anthony is a passionate, trusted and respected financial adviser who has consistently delivered holistic and complex solutions to his clients. Anthony’s clients are strong advocates and value the relationship that Anthony manages, resulting in consistently top ranked Net Promoter Score (NPS) outcomes.
Anthony joined Perpetual in 2006 working in Perpetual’s Group Finance division reporting to the Deputy CFO. He then moved into the Perpetual Private division for the past 10 years gaining experience in technical advice roles and as a Senior Adviser.
Prior to Perpetual, Anthony was based in London, spending 7 years as a corporate accountant with KPMG and a listed European telecommunications company.
Anthony is also very passionate about philanthropy and currently works in a voluntary capacity as Director & Treasurer of an Australian LGBT giving circle organisation.
Anthony holds a Bachelor of Arts (Accounting & Law) with the University of Manchester, is a Fellow of the Chartered Accountants in England & Wales and proudly holds the designation of Certified Financial Planner.
Robert is the Partner of NSW’s High Net Worth division.
Before joining Perpetual in July 2017 he was an Investment Consultant with the Private Investment Consulting ('PIC') team within NAB Asset Management providing investment consulting services private and institutional clients.
Immediately before joining the PIC team he was Head of Fixed Income and Senior Adviser in the Private Wealth Management division of Wilsons Advisory in Sydney responsible for the investment management of institutional and private client portfolios. Before that role, Robert was with Nikko AM, responsible for managing Nikko’s relationship with key institutional clients for the fixed income business, as well as developing and implementing tailored fixed income strategies for these clients.
Previously, he was co-founder and executive director of Columbus Capital Ltd (a capital markets origination and funds management firm of ‘RMBS’ assets), and has also worked as a senior investment specialist with AMP Capital Investors Fixed Income and Currency and with Westpac Institutional Bank as an associate director in the debt capital markets division providing coverage of fixed income and credit markets, as well as being a senior analyst in high yield and emerging markets in London with Bankers Trust International PLC and ING Barings respectively.
Richard is the Associate Partner of NSW’s High Net Worth division.
Supported by Perpetual’s broad range of services, Richard helps his clients build, protect and transfer their wealth to the next generation. Richard’s strengths lie in his ability to obtain a deep understanding of his client’s circumstances, take into consideration their goals; and then develop and monitor a plan to align the two.
Richard is the definition of a holistic Financial Adviser. He has more than 15 years’ experience; has achieved a Masters in Financial Planning, and is a Certified Financial Planner (CFP®).
His area of specialties encompass: Financial Planning, Superannuation (Inc. SMSF and SAF), Life insurance advice, Wealth protection and asset structuring, Investment, asset allocation and portfolio construction, General estate planning, Charitable planning and philanthropy.
Warren works as a Specialist Medical Senior Adviser based at Perpetual’s Sydney office.
Warren has been providing financial advice to clients since 1990 and has been involved in the financial services industry since 1985.
Prior to establishing his own practice in 1990, Warren worked for one of Australian's largest financial institutions, providing training services and technical assistance to many of Australia's pre-eminent financial advisers. Warren has also held senior product development positions within another of Australia's largest financial groups.
Today, as a specialist financial adviser to healthcare professionals and HNW clients, Warren works closely with clients to help them build and protect their wealth by designing and implementing strategies that dovetail with their personal and financial goals. This often involves working hand in hand with a client’s tax accountant and estate planning lawyer to achieve end to end financial solutions.
Due to his extensive background and experience, he is regularly asked to advise both domestic and international banks, fund managers, and insurers on product development initiatives that aim to address the unique needs of healthcare professionals.
Warren holds the internationally recognised Certified Financial Planner ® or CFP ® qualification and has completed a Diploma of Financial Planning. Warren is active within a number of professional associations including the Financial Planning Association.
Liz is the Associate Partner of NSW’s Community & Social Investment and Not For Profit division.
She provides tailored and holistic investment and governance advice to non-profit clients and philanthropic families. She has a deep understanding of the unique needs and strategic objectives of non-profit organisations and helps her clients implement best practice investment solutions.
Before joining Perpetual, Liz was responsible for business development and investment consulting with Macquarie, providing asset allocation and investment policy advice, investment solutions and board presentations to non-profit clients, investment updates for individuals and families.
Liz has a Bachelor of Commerce, Graduate Diploma in Applied Finance, Diploma of Financial Planning and a Graduate Diploma in Management from the Royal Australian Navy Staff College. She is currently completing a Masters of Financial Planning.
Liz is a Board member of a community organisation that provides out of home care, refugee support, disability support and foster care.
Vicki is the Partner of QLD’s Health & Personal Injury, Beneficiaries and Lifestyle Assist division.
Vicki is an experienced practitioner with over 25 years in financial services who uses her accountancy and financial planning skills to provide insightful wealth management solutions for her clients.
In working with clients she considers all aspects of their situation to offer strategies that assist building and protecting wealth.
Vicki also works closely with lawyers and accountants to assist clients who have lost the ability to look after their own affairs due to illness, injury or advancing age.
She also assists these professionals to help clients needing an independent party to act as trustee for a trust, executor of an estate or other roles usually fulfilled by the client or a family member where these parties are unable to act.
Steve leads the Perpetual Private Client Advisory team in Melbourne, having joined Perpetual in March 2001. He has over 20 years experience in the financial services sector.
Steve holds an Advanced Diploma of Financial Planning. He joined the financial services industry in 1999; his previous roles and experience include Investment Consultant, Private Client Adviser, Advice Manager and State Practice Leader.
Steve is available for all key interactions, presentations and strategic review meetings. He has extensive experience dealing with not-for-profit and high net worth clients. He is a highly proficient and experienced senior manager within the Financial Services Industry, with extensive experience in transforming advice delivery and client promoter scores within a National Private Client Wealth Management business. Steve is a recognised leader and coach with proven success of developing high performance teams that are client centric and a strong track record in being influential in scoping and leading strategic change within an advice business.
Steve also sits on the Community Council for Blue Day, a fundraiser event for Police remembrance in Victoria.
Daniel is the Partner of VIC’s Not For Profit and Medical division.
He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps them develop best practice investment policies as well as connecting them with Perpetual’s philanthropic resources.
Prior to joining Perpetual, Daniel was Senior Financial Adviser to the Private Clients of Halifax Bank of Scotland Australia (HBOSA) and HSBC Bank Australia.
His international experience was gained in Canada as a Financial Adviser for nine years with Assante Capital Management.
Tony is the Associate Partner of VIC’s High Net Worth division.
Tony provides sophisticated financial advice to Perpetual’s private clients. He has extensive experience in investment management, retirement planning, superannuation, taxation, estate planning and recommending appropriate strategic structures.
Tony enjoys working closely with clients to develop highly effective investment strategies and structures which help to ensure that their financial goals are achieved.
Tony has a Diploma in Financial Planning – Financial Planning Association of Australia, 2003. He joined the financial services industry in 1993 and has been with Perpetual since 2002. His previous roles and experience in financial services include Financial Adviser and Client Relationship Manager with AMP and the Commonwealth Bank.
Ed is the Associate Partner of VIC’s Business Owner’s division.
Ed is a Certified Financial Planner (CFP) and has over 10 years of experience providing strategic financial advice and investment management services to high net worth individuals and families.
Ed has a comprehensive understanding of tax structures and specialises in the areas of wealth accumulation and retirement planning. Ed is passionate about helping his clients optimise their current and future financial positions to allow them to achieve their unique needs and aspirations.
WA / SA
Glen leads the Perpetual Private Client Advisory team in Western Australia and South Australia.
He is very involved in working with Aboriginal communities and groups and some of these relationships date back to the early 80’s. He works with five Native Title trust clients and is constantly travelling to meet with traditional land owners.
Glen held association positions in the early to mid '90s working with CRA when native title and support of indigenous communities became a reality.
Glen started his career with Westpac in 1978 and has been involved in financial services for 30 years. He lived and worked in Broome for 15 years and founded a financial services business in 1990 which focussed on insurance and financial planning in Broome and the Kimberley area. Glen also lived and worked in Kojonup during his early career.
He has a passion for football, having coached predominantly Aboriginal teams. Glen also coached the Kimberley and Pilbara representative team in 1995 and 1996.
Glen has maintained strong ties with Shenton House at UWA, where his son Ashley attained his degree in 2007. Ashley was awarded “Outstanding Male Aboriginal Year 12 Student in 2003”. Through this association, Perpetual has been the principal sponsor of the “Western Wagyls” that participates in the NITESG games for 3 years running.
Andrew is the Partner of SA’s Not For Profit division.
With over 32 years experience, Andrew specialises in advice to large complex organisations, family offices, not-for-profit clients and philanthropic trusts. He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps his clients implement best practice investment policies. Andrew also connects clients to other parts of the Perpetual business, including Philanthropic services.
Prior to joining Perpetual, Andrew held senior adviser roles within commercial and private banking based in Adelaide for the last 9 years. Andrew has also held senior manager roles in institutional banking at JPMorgan Chase, Deutsche Bank and Royal Bank of Scotland in Tokyo, Singapore, London, New York and Sydney over a period of 20 years.
Andrew has a Bachelor of Business (Finance), Advanced Diploma of Financial Planning, is an accredited Self- Managed Super Fund adviser (SMSFA) and speaks several languages.