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.