In this interview, investment specialist Luke McMillan looks at a big issue for NFPs – the low-yield available from income assets like cash and long-term bonds. He discusses some of the implications:
- Are Australian shares an alternative?
- Risk issues
- Planning for future returns
- Working with boards
- The importance of an investment policy
Scott's specific focus is working with not-for-profit entities and endowments to manage and protect their investment assets.
Scott joined Perpetual after a 30 year career in global financial institutions, having worked for a number of blue-chip investment and institutional banks in Australia and abroad.
He has a Masters in Applied Finance, a Bachelor of Commerce and a Diploma in Financial Planning, is a Graduate of the Australian Institute of Company Directors and a Trustee Fellow of the Association of Superannuation Funds of Australia. He is a Board Member of the Nature Conservation Trust of NSW and of the Cemeteries and Crematoria Agency of NSW.
Scott is a member of the Perpetual Trust Company Investment Committee.
Daniel has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps them develop best practice investment policies as well as connecting them with Perpetual’s philanthropic resources.
Prior to joining Perpetual, Daniel was Senior Financial Adviser to the Private Clients of Halifax Bank of Scotland Australia (HBOSA) and HSBC Bank Australia.
His international experience was gained in Canada as a Financial Adviser for nine years with Assante Capital Management.
Simon is a renowned specialist in providing strategic advice regarding risk mitigation and investment management to both the Not-for-Profit Endowment Sector and to Medical Specialists.
Simon completed a Bachelor’s Degree in Genetics with honours before serving for a decade as an operational police officer first in London and then Brisbane. During that time, he became fascinated by finance and investment; eventually completing a Master’s Degree in Applied Finance.
Since 2007, Simon has helped successful, discerning clients grow, protect and distribute their wealth within a tailored strategic framework. Simon draws upon significant life experience to help his clients understand and articulate their objectives, identify and mitigate the risks and build a compatible wealth management strategy.
Simon’s client experience includes corporate trustees, investment committees, not-for-profits, long-established families, business owners and individual investors. He lives in Brisbane with his wife and four sons.