Welcome to Perpetual
On 17 March 2016 Fintuition will commence operating as Authorised Representatives of Perpetual Trustee Company Limited (Perpetual). This merger will allow us to broaden our range of services from our complete wealth building and wealth protection service, to also include managing investments, business advice, retirement, estate planning and how to set up your own philanthropic trust.
Phill works as a Specialist Medical Senior Adviser based at Perpetual’s Sydney office.
As a specialist financial adviser, he has been providing tailored financial and strategic advice to Medical Specialists and HNW clients since 1989. For the first 18 years of his career, Phill worked as a financial adviser in the UK, before emigrating to Australia with his family in 2008.
Prior to moving to Australia, Phill held senior management and advisory positions in two of the UK's largest financial institutions. In 2000, he was a founding partner in one of the UK's largest privately owned Independent Financial Advisory firms.
Due to his extensive experience, Phill is a highly sought after presenter on financial matters at conferences and seminars, where his presentations are always well received due to his ability to explain complex financial strategies in ‘plain English’.
Phill’s expertise extends across a broad range of financial matters including tax effective investment strategies, superannuation, personal and business risk management, as well as debt management.
Phill is an Associate Financial Planner AFP, holds a Diploma of Financial Planning and is an active member of the Financial Planning Association of Australia.
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.