George is a Specialist Medical Senior Adviser at Perpetual Private, specialising in providing comprehensive advice solutions to medical professionals.
George's experience in the medical industry began as a Cytogeneticist for Sydney IVF (now known as Genea) for approximately 12 years, specialising in prenatal diagnosis.
After completing his Diploma of Financial Planning, George began working with NAB Financial Planning and worked in various advisory roles within the organisation, including Retail Bank, Business Bank and finally transitioning to NAB Health, providing tailored financial advice to medical professionals for over 4 years, gaining a clear understanding for the needs of medical specialists. George joined Perpetual as a Specialist Medical Senior Adviser in 2014. .
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.
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 exclusively to healthcare professionals, 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.
Rachelle is a Specialist Medical Senior Adviser at Perpetual’s Canberra office and joined the financial services industry in 1999.
Prior to joining Perpetual in 2009, Rachelle was a Senior Financial Adviser with Civic Financial Planning.
Rachelle has extensive experience in the Commonwealth Public Sector superannuation schemes.
Rachelle can provide sophisticated strategic advice in relation to retirement planning, superannuation, wealth creation and investment management.
Daniel is a Specialist Medical Senior Adviser at Perpetual's Perth office and joined the financial services industry in 2008. He provides financial solutions for high net worth clients and their families.
Daniel specialises in working with Medical Specialists and Native Title Groups. Client focus with high levels of integrity and advocacy has defined Daniel’s career.