Meet the Perpetual Private team

Whether you’re an individual, a business or a community, exceptional financial advice and trustee services are crucial to protect and grow your wealth.


Perpetual Private Client Leadership Team

Our senior leadership team are committed to serving Perpetual’s clients by helping them to protect and grow their wealth, now and in the future.

Personal wealth management

At Perpetual Private, we help you create a financial plan that moves you closer, every day, to your financial goals and achieving what’s most important to you.

Growing your business

Whether you’re a business owner or a doctor running a medical practice, you know that success comes to those who plan for the challenges and opportunities of the future. The financial advisers at Perpetual Private, together with our business advisory firm, Fordham Business Advisors, work with entrepreneurs like you to build enduring business success.


Not for profit and native title trusts

When you manage the finances of a charity, not-for-profit or native title trust, it’s about delivering maximum impact and long-term sustainability for your organisation or community. As financial advisers and a trustee organisation with a long and proud history, Perpetual are perfectly placed to help your trust or organisation create financial security long into the future.

Trustee and estate services

Established in 1886 as a Trustee company, Perpetual has a proud history of managing trusts that protect and provide for families and charitable causes. Our goal is to generate long-term financial security for the beneficiaries by prudently managing the assets of even the most complex trusts and estates.

Investing with Perpetual Private

The advisers and award-winning investment team at Perpetual Private start by understanding what matters to you, and what you want for today. And tomorrow. We’ll then create a personalised wealth plan with carefully selected investments and tax-effective strategies that work together to achieve your financial goals.


Awards and recognition

We're here to help


Cannot find an appropriate team member? Call us 1800 631 381 or email perpetualprivate@perpetual.com.au

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