For over 130 years, Perpetual has been looking after the financial wealth of Australians. Through World Wars, the Depression and recessions, our investment philosophy of ‘Protect and Grow’ has stood the test of time, helping build long-term wealth for clients.
In 2020’s uncertain and volatile times, join us as we deep dive into how this investment philosophy – and Perpetual Private’s diverse range of investments – can help you and your family stay on track for long-term prosperity.
Session 1: Introduction
Mark Heffernan, Associate Partner, Perpetual Private
Session 2: The Perpetual Private story
Mark Smith, Group Executive, Perpetual Private
Session 3: Protecting and growing your wealth
Kyle Lidbury, Head of Investment Research, Perpetual Private
Session 4: Q&A
Malissa Tobias, Associate Partner, Perpetual Private
Mark joined Perpetual as Group Executive, Perpetual Private in November 2012. At Perpetual, he leads the Group’s wealth business, which includes the philanthropic, trustee and high net worth advisory businesses, as well as Fordham, a business specialising in accounting and advisory services to business owners.
Mark has over 20 years’ financial services experience, gained predominantly at BT Financial Group, Westpac’s wealth management arm. Most recently at BT Financial Group, he held the role of General Manager of bank distribution and insurance, with responsibility for approximately 1.5 million customers and over $2 billion in gross written premium. Before this, he also held the role of CEO of BT Funds Management New Zealand and headed BT's market platform business.
Mark holds a Bachelor of Economics degree from Macquarie University, and is a recipient of the David William Fellowship Award. He is also an Associate of the AICD and an Associate of Finsia.
Years of experience: 19
Years at Perpetual: 8
Kyle joined Perpetual Private in July 2014 and is responsible for the investment research capability, leading a team of highly experienced researchers across the Perpetual Private Direct Equities Team and Perpetual Private Investment Research team. Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes.
Prior to joining Perpetual, Kyle managed research house relationships for NAB Wealth, covering all MLC and nabInvest boutique fund managers. Prior to that, Kyle was Research Manager with ThreeSixty, MLC's adviser services division, covering direct equities, alternatives and structured products, with responsibilities for Approved Product Lists, model portfolios of both direct equities and managed funds as well as management of the direct equities research team.
Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant.
Malissa has 20 year’s experience in providing financial advice to clients. She started her career in financial planning at National Australian Bank where she provided retail advice to the Bank’s customers. She then joined The Commonwealth Bank in 2003 working primarily in The Commonwealth Private Bank where she specialised in providing holistic and tailored advice to executive and high net worth clients with complex wealth management and financial needs. Malissa was awarded the most outstanding Private Wealth Manager of the Year in 2012 and 2013 for her outstanding service and advice to clients. She was also a finalist at the National Private Banking awards in 2011 for most outstanding financial advisor.
Malissa recently joined Perpetual Private as an Associate Partner where, alongside Mark Heffernan, she co-leads a team of Senior Financial Advisers and Associate Advisers in providing exceptional service and holistic advice to Retail and Wholesale clients. Malissa holds a Bachelor of Business (BBUS) and a Diploma of Financial Planning (DFP). She is also a Certified Financial Planner (CFP), passed the FASEA industry exam and is also a member of the Financial Planning Association (FPA).
Mark has over 15 year’s experience within the Financial Services industry. Mark began his career with the Commonwealth Bank working for Colonial First State and CommSec Advisory before he moved to Commonwealth Private in 2014. Mark was awarded the National Private Wealth Manager of the Year in 2016 for his service to clients in guiding them through Investment Markets. He recently joined Perpetual Private as an Associate Partner where, alongside Malissa Tobias, co-leads a team of Senior Financial Advisers and Associate Advisers in providing exceptional service and holistic advice to Retail and Wholesale clients. Mark completed his Masters of Applied Finance (MAppFin) from Macquarie University in 2016 and also holds a Bachelor of Commerce Degree (BCom) and a Diploma of Financial Planning (DFP). Mark has passed the FASEA industry exam and is also a member of the Financial Planning Association (FPA).