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.

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.

Chris is a Partner in Perpetual Private’s Western Australian office. He specialises in securing the financial futures of successful Australians.

In 2019, Chis was ranked number 29 in the influential Barron’s Top 50 Financial Advisers in Australia.

With over 25 years’ experience, Chris is an expert in looking after the complex advice and strategic wealth requirements of High Net Worth clients and their families. Chris also has a deep understanding of self-managed super funds and how to maximise super for enduring financial security in retirement.

Chris also looks after Health & Personal Injury clients, managing their Personal Injury Compensation Trusts to provide a better quality of life, medical care and peace of mind knowing a compensation payment will last long into the future.

Chris also helps clients establish Philanthropic Trusts to give strategically to charities by taking into account taxation and other factors in their giving.

Chris is a qualified Certified Financial Planner ® or CFP ® and holds a Diploma of Financial Planning from Deakin University. He has also completed an Advanced Management Program from the Australian Institute of Management (AIM) and is an Affiliate of AIM.

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.

As a qualified, dedicated adviser, Marisa has focused exclusively on providing personal strategic and investment advice to private clients and high net worth individuals over the past 20 years.

Prior to joining Perpetual, Marisa has worked as a senior adviser across both Global and Australian institutions such as Macquarie Bank, Citibank and Westpac Private. Her areas of expertise include, superannuation, retirement planning, SMSF, specialist structured investments and   Foreign Exchange.

Marisa’s most important attributes are her exceptional interpersonal skills and ability to build trust and rapport with clients.  Upon meeting with Marisa, it is immediately apparent that she is passionate about assisting clients achieve their goals by helping them make well-informed decisions to manage, grow and protect their wealth.

Marisa is committed to providing her clients with the highest quality financial advice and takes pride in building long standing relationships.  In her role at Perpetual, Marisa’s mission is to provide an exceptional level of service and an unwavering commitment to simplify often complex strategies to help clients reach their goals and objectives.

Marisa delivers a myriad of investment solutions by bringing in specialist teams within Perpetual, including investment strategy & research, portfolio construction, philanthropy, and tax accounting.

Daniel is an Associate Partner focused exclusively on high net worth clients, delivering the full range of resources needed to address the complex, multi-faceted challenges of managing significant wealth. Traditionally Daniel has served entrepreneurs, executives, professionals and high net worth individuals. 

Daniel has over 14 years-experience in the industry with a total of 10 years providing sophisticated investment advice in the high net worth space. 

In his role at Perpetual, Daniel’s mission is to provide an exceptional level of service and an unwavering commitment to helping Perpetual clients reach their goals & objective. 

Daniel delivers tailored strategies to meet individual client objectives by bringing in specialist teams within Perpetual, including investment strategy & research, portfolio construction, philanthropy, and tax accounting. Prior to joining Perpetual, Daniel spent a total of 10 years at Macquarie Bank and just over 2 years at Morgan Stanley. 

Daniel holds a Bachelor of Business & Commerce with a double major in Economics and International Finance and is currently completing his studies with the CFA institute. 

Roxanne is an experienced and highly qualified wealth management professional having held various leadership and adviser roles within Private Banking and Private Client segments over the past 20 years.

As a Partner within Perpetual Private Clients Roxanne leads teams of Senior Financial Advisers and Associate Advisors across NSW and the ACT - providing exceptional service and holistic advice to retail and wholesale clients.

Roxanne also manages a select number of high net worth client relationships ensuring objectives are consistently met. Roxanne works with clients to bring clarity, direction and discipline to their financial and investment  affairs.

As a leader and financial adviser Roxanne is focussed on developing strong client relationships with a particular interest in Family Wealth taking into account investment strategies and market conditions. 

Roxanne has a Bachelor of Arts (Economics), Master of Financial Planning and a MBA. Roxanne is also a CFP member of the FPA and has completed all FASEA requirements.