Webinar: Introducing Perpetual Private

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.

Watch below.


Session 1: Introduction

Mark Heffernan, Associate Partner, Perpetual Private

  • Why the ex-CBA team chose Perpetual as the best place for our clients advice and investments needs

Session 2: The Perpetual Private story

Mark Smith, Group Executive, Perpetual Private

  • Our history, philanthropy, advice and investment philosophy

Session 3: Protecting and growing your wealth

Kyle Lidbury, Head of Investment Research, Perpetual Private

  • Perpetual Private investment options and portfolio construction techniques
  • What are Implemented Portfolios?
  • A current view of the market and a look at specific stocks

Session 4: Q&A

Malissa Tobias, Associate Partner, Perpetual Private

  • Q&A session with panel


Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. This article may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.