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Meet the Perpetual Private team

Meet the Perpetual Private team

Meet the Perpetual Private team

Perpetual Private team

Whether you’re an individual, a business or a community, exceptional financial advice and trustee services are crucial to protect and grow your wealth.

Client leadership team

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Mark Smith
Chief Executive, Wealth Management (PP)
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Caitriona Fay
Managing Partner, Community Social and ESG Investment
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Andrew Baker
Managing partner, Private Clients & Fordham Group
Leads Perpetual’s Advice & Accounting Teams across QLD, NSW & ACT.
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Peter Whittington
Lead Partner NSW / ACT
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Michelle Torenbeek
Head of Trustee Services
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Chemere Brown
Lead Partner VIC
Mark Smith
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Mark Smith

Chief Executive, Wealth Management (PP)
Bio

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.

He also is the Chair of the Noongar Budja Investment committee and group sponsor of Perpetuals Stretch Reconciliation Action Plan .

Mark has over 25 years’ financial services experience, gained predominantly at BT Financial Group and Pendal Asset management where he led marketing leading businesses focussed on Platforms, Asset Management and Insurance .

Mark holds an 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.

Caitriona Fay
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Caitriona Fay

Managing Partner, Community Social and ESG Investment
Bio

Caitriona joined Perpetual’s Philanthropy team in January 2013 and is responsible for supporting Perpetual’s commitment to Philanthropy and the not-for-profit sector.

With over a decade of philanthropic and grantmaking experience in both Australia and Europe, Caitriona has an extensive understanding of national and international funding approaches and mechanisms.

Caitriona is a former Chair of Philanthropy Australia’s Education Affinity Group. As an inaugural team member of the Leading Learning in Education and Philanthropy (LLEAP) research project, Caitriona possess a high level of understanding relating to the trends and challenges in the philanthropic sector within Australia. Her sector knowledge and standing was affirmed in 2012 when she was named the Australian Institute of Grant Management’s inaugural Grantmaker of The Year.

Caitriona is currently completing a Masters of Business (Philanthropy and Nonprofit) at the Queensland University of Technology and is a Board Member of Schools Connect Australia.

Andrew Baker
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Andrew Baker

Managing partner, Private Clients & Fordham Group Leads Perpetual’s Advice & Accounting Teams across QLD, NSW & ACT.
Bio

Andrew leads Perpetual’s high net worth advisory business & accounting business within Perpetual Private, providing tailored, holistic financial advice and solutions for successful individuals, families and community-based organisations. Andrew is the chair of Perpetual’s Reconciliation Action Plan working group and a member of the Perpetual Trustee Company Limited Board.

Before this role, Andrew was General Manager, Community and Social Investments, where he led a national team of fiduciary, investment and advice professionals who partner with clients to help them achieve outcomes within their communities, encompassing not-for-profit and Native Title as well as philanthropic relationships.

Andrew has also led the advice team in Queensland and was Perpetual Private’s NSW & ACT State Manager for six years, where he helped individuals, families and Not-for-Profit organisations to manage their unique and complex financial requirements

Andrew joined Perpetual as a Senior Financial Consultant where he was responsible for introducing new high net worth clients into the business.

Andrew started his career working with an independent financial planning group before relocating to London and then Hong Kong to work in funds management. On his return to Australia, Andrew held roles both as a financial adviser and Head of Premier Services NSW at a large Australian retail bank.

Andrew holds a Bachelor Business from Queensland University of Technology, and a Diploma in Financial Planning from Deakin University (VIC).

Peter Whittington
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Peter Whittington

Lead Partner NSW / ACT
Bio

Peter is a lead partner based out of our Sydney offices, managing multiple specialised teams across financial advice, medical specialists, fiduciary services such as Perpetual’s Lifestyle Assist s and other support roles.

As well as managing people, Peter brings together all the resources needed to provide advice and aged care support services for our clients, including operations management and business-to-business sales and marketing.

Peter has been with Perpetual for five years. Prior to this, he spent over a decade working with accounting and legal practitioners for CPA Australia and The Tax Institute.

Peter is also a Director of several Not-For-Profit organisations which are responsible for significant physical and monetary assets.

Peter holds a Master of Business Administration (Business Law) and has completed a Diploma of Financial Planning. He also has a Foundations of Directorship from the Australian Institute of Company Directors.

Michelle Torenbeek
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Michelle Torenbeek

Head of Trustee Services
Bio

Michelle Torenbeek is Head of Trustee Services for Perpetual Private in Sydney. Michelle has 23 years’ experience in financial services, with the last 11 years at Perpetual.

Michelle has also worked with some of the largest wealth managers in London, including Barclays and UBS.

Michelle specialises in fiduciary services and wealth management, including previous positions as Head of Advice Delivery & Trustee services. Michelle has also led change and transformation teams for various projects. 

Michelle has Bachelor of Social Science (Information Management) from Melbourne University and an Investment Management Certificate – Financial Services Authority (FSA) in London.

Chemere Brown
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Chemere Brown

Lead Partner VIC
Bio

Chemere joined Perpetual as the Lead Partner for Private Clients in Victoria in July 2022.

Chemere takes primary carriage of leading teams that specialise in advice to HNW individuals, professional women, business owners, trustees, communities and Not for Profits.

The Private client advice team provide tailored investment and strategic advice across advisory and discretionary portfolios as well as exclusive offerings to our wholesale clients.

Alongside her day to day role, Chemere chairs the Perpetual Private Client Council, and the Empowering Women in Finance edge group, and leads several key projects across the group.

Prior to this role, Chemere was the Head of Advice for MLC Advice, whilst also holding roles across NAB, IOOF and small boutique financial planning firms, spanning the last twenty years.

Outside of Perpetual, Chemere exudes a pay it forward attitude, and gives back by mentoring aspiring and current financial advisors , contributing to advisory panels,  and advocates for children with disability via her board role with a disability organisation.

Chemere is a graduate of the Australian Institute of Company Directors, and also holds a Masters of Applied Finance, and is a SMSF Specialist Advisor.

Chemere is an active member of the FAAA and the SMSF Association of Australia.

Personal wealth management

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Rachelle Arranz
Senior Financial Adviser
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Tony Mastromanno
Partner, Private Clients VIC
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Andrew Parker
Partner, Private Clients SA
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Constantine Maglis
Partner
B. Com (Acctg & Fin), Adv.Dip. FS (FP), AFP ®
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Roxanne Gorman
Partner
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Daniel Gallacher
Associate Partner
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Richard McClelland
Partner
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Mark Vignaroli
Partner
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David Hurley
Associate Partner
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Carolyn O'Reilly
Partner
Rachelle Arranz
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Rachelle Arranz

Senior Financial Adviser
Bio

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.

Tony Mastromanno
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Tony Mastromanno

Partner, Private Clients VIC
Bio

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.

Andrew Parker
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Andrew Parker

Partner, Private Clients SA
Bio

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.

Constantine Maglis
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Constantine Maglis

Partner B. Com (Acctg & Fin), Adv.Dip. FS (FP), AFP ®
Bio

Con is a Partner with extensive experience advising the not-for-profit sector, executives and ultra-high net worth families. He delivers the full range of resources needed to address the complex, multi-faceted challenges of managing significant wealth.

Since 2010, Con has provided trusted advice to his clients and is highly experienced in managing wealth and protecting their investment assets.
In his role at Perpetual, Con’s vision is to enrich communities, people and lives with advice and services that inform, educate and sustain longevity of wealth. He believes in honest and meaningful relationships with his clients and delivering an exceptional level of service to help them reach their objectives.


Con delivers tailored strategies to meet individual client objectives by bringing in specialist teams within Perpetual, including investment research and strategy, governance, philanthropy, succession planning, estate planning and accounting.
Prior to joining Perpetual, Con spent eight years at Commonwealth Bank, as Strategic and Investment Adviser at Commonwealth Private.

Con holds a Bachelor of Business and Commerce with a double major in Accounting and Finance and is currently completing his studies with the CFA Institute.

Roxanne Gorman
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Roxanne Gorman

Partner
Bio

Roxanne is an experienced and highly qualified wealth management professional having held various leadership and adviser roles within Private Banking and Private Client segments over the past 20 years.

As a Partner within Perpetual Private Clients Roxanne leads teams of Senior Financial Advisers and Associate Advisors across NSW and the ACT - providing exceptional service and holistic advice to retail and wholesale clients.

Roxanne also manages a select number of high net worth client relationships ensuring objectives are consistently met. Roxanne works with clients to bring clarity, direction and discipline to their financial and investment  affairs.

As a leader and financial adviser Roxanne is focussed on developing strong client relationships with a particular interest in Family Wealth taking into account investment strategies and market conditions. 

Roxanne has a Bachelor of Arts (Economics), Master of Financial Planning and a MBA. Roxanne is also a CFP member of the FPA and has completed all FASEA requirements.

Daniel Gallacher
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Daniel Gallacher

Associate Partner
Bio

Daniel is an Associate Partner at Perpetual's Perth office and his role is to provide Financial Advice to clients and Manage the Perth Adviser team.

He started his career in financial services at Westpac Bank in 2008, within their business banking segment, before commencing as a Financial Adviser in 2010.

Daniel has now been with Perpetual for nearly a decade and provides Advice and guidance to high net worth clients and their families.

He provides tailored advice in investment management, retirement planning, superannuation, taxation, estate planning and strategic structures.

Daniel also has extensive and ongoing day to day experience providing investment advice and guidance to Not for Profit Organizations and First Nations Communities.
This involves understanding and tailoring portfolios and strategies so these organisations can best achieve their community missions.

He has achieved a Diploma and Advanced Dip of Financial Planning and is currently completing his Grad Diploma of Financial Planning.

Daniel has certificates in Self-Managed Super Funds ,Margin Lending and Gearing and Certificate in Finance and Mortgage Broking.

Daniel is a proud Father of two children. He loves this role the most and he feels it helps him be the best Adviser he can be to his clients.

Perpetual’s board range of services and experts allow Daniel to provide comprehensive solutions to his clients and support the Perth team of Advisers.

Richard McClelland
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Richard McClelland

Partner
Bio

Richard McClelland helps High Net Worth individuals and families secure their financial future.

Supported by Perpetual’s broad range of services, Richard helps his clients build, protect and transfer their wealth to the next generation.

Richard’s strengths lie in his ability to obtain a deep understanding of his client’s circumstances, take into consideration their goals; and then develop and monitor a plan to align the two.

Richard is the definition of a holistic Financial Adviser. He has more than 15 years’ experience; has achieved a Masters in Financial Planning, and is a Certified Financial Planner (CFP®).

  • His area of specialties encompass:
  • Financial Planning
  • Superannuation (Inc. SMSF and SAF)
  • Wealth protection and asset structuring
  • Investment, asset allocation and portfolio construction
  • General estate planning
  • Charitable planning and philanthropy

When not working Richard enjoys spending time with his family including his Canadian wife and two sons on Sydney’s Northern Beaches. Richard enjoys keeping active via a range of outdoor activities including surfing, mountain biking, running and anything snow related.

Mark Vignaroli
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Mark Vignaroli

Partner
Bio


Mark is a Partner in a team that specialises in providing a fully integrated wealth management solution to successful business owners and high net wealth families.

Mark is highly qualified and experienced Private Wealth professional with over 25 years’ experience in wealth management and capital markets.

Over the years with the backing of Perpetual’s specialist teams in accounting, tax, philanthropy, investment strategy and research Mark has successfully assisted business owners transition their business wealth to personal wealth, empowered families to achieve their aspirations and successfully transfer wealth to the next generation.

Mark’s main areas of expertise are:

• Intergenerational family wealth planning and inheritance advice
• Retirement planning
• Investment management and asset allocation advice
• Philanthropy.

Mark has a Bachelor of Commerce (Accounting), a Graduate Diploma in Applied Finance, Accredited Estate Planning Strategist and is a Certified Financial Planner (CFP)

David Hurley
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David Hurley

Associate Partner
Bio

David is an Associate Partner at Perpetual Private, with over a 11 years’ experience across accounting and financial services. He specialises in working with families and for-purpose organisations to deliver tailored governance and investment advice, which closely aligns with family and organisational values.

David has a deep understanding of the unique needs of not-for-profit organisations, allowing him to assist in the careful development of investment policy and investment management strategies, as well as portfolio construction and execution.

In the face of ever changing economic and market conditions, David looks to guide his clients to balance short term needs with long term sustainability. He has a particular focus on working with clients to develop long-term investment strategies which consider environmental, social and governance objectives, as well as the current market environment.

David’s team manages over A$1.2 billion across not-for-profit clients, family offices and private foundations. This allows David to engage with Boards, executives, and philanthropists from the not-for-profit sector, connecting them with Perpetual’s philanthropic experts and educational resources.

David holds a Bachelor of Commerce (Corp. Fin.) from the University of Adelaide, a Graduate Diploma in Financial Planning, is a Registered Tax (financial) Adviser and is completing his CFA studies.

Carolyn O'Reilly
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Carolyn O'Reilly

Partner
Bio

Carolyn has over 25 years of wealth management and financial markets experience.

As a Partner within Perpetual Private Carolyn specialises in providing complex strategic and investment advice to high net worth individuals and families. She also specialises in providing financial advice to women and is passionate about improving female financial literacy, enabling women to make financial decisions which promotes security, stability and financial freedom.

Prior to joining Perpetual Private in 2009 Carolyn held roles at Macquarie Private Bank and JP Morgan Chase.

Carolyn has a Bachelor of Economics, Graduate Diploma in Applied Finance, Diploma of Financial Planning and is also a CFP member of the FPA and has completed all FASEA requirements.

Carolyn is also a board member of The Beautiful Bunch, a social enterprise which provides training and employment opportunities for young refugee women.

Growing your business

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Phillip Hines
Partner, Private Clients NSW
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Rachelle Arranz
Senior Financial Adviser
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Daniel Tomé
Partner, Private Clients VIC
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Andrew Parker
Partner, Private Clients SA
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Marisa Senese
Senior Financial Adviser, Perpetual Private, QLD
Phillip Hines
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Phillip Hines

Partner, Private Clients NSW
Bio

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.

Rachelle Arranz
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Rachelle Arranz

Senior Financial Adviser
Bio

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 Tomé
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Daniel Tomé

Partner, Private Clients VIC
Bio

Daniel is the Partner of VIC’s Not For Profit and Medical division.

He 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.

Andrew Parker
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Andrew Parker

Partner, Private Clients SA
Bio

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.

Marisa Senese
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Marisa Senese

Senior Financial Adviser, Perpetual Private, QLD
Bio

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.

Not for profit and native title trusts

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Jamie Cockerill
Partner, Private Clients NSW
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Rachelle Arranz
Senior Financial Adviser
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Daniel Tomé
Partner, Private Clients VIC
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Andrew Parker
Partner, Private Clients SA
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Constantine Maglis
Partner
B. Com (Acctg & Fin), Adv.Dip. FS (FP), AFP ®
Jamie Cockerill
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Jamie Cockerill

Partner, Private Clients NSW
Bio

Jamie has over 20 years’ experience providing sophisticated investment advice to high net worth families and Not-For-Profit organisations.

With $1.5 billion in funds under management, Jamie’s team provides strategic advice to high net worth families, philanthropists and Not-For-Profits across medical research, cemeteries, schools, professional and sporting associations, indigenous land councils and other community organisations, to help maximise their investments to support the community.

Jamie takes a partnership approach with his clients to deliver tailored investment strategies to meet their specific investment objectives, taking into account ethical portfolio preferences and board governance requirements. He works closely with specialist teams within Perpetual, including investment strategy and governance, portfolio construction, investment research, philanthropy, estate planning and local and international tax and accounting.

Prior to joining Perpetual, Jamie spent seven years as a Senior Adviser at Westpac Private, where he was responsible for providing sophisticated advice to wholesale clients. He held a similar role prior to Westpac at NAB Private.

Jamie holds a Bachelor of Business from Griffith University, is a Certified Financial Planner and is a Member of the Australian Institute of Company Directors (AICD).

Rachelle Arranz
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Rachelle Arranz

Senior Financial Adviser
Bio

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 Tomé
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Daniel Tomé

Partner, Private Clients VIC
Bio

Daniel is the Partner of VIC’s Not For Profit and Medical division.

He 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.

Andrew Parker
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Andrew Parker

Partner, Private Clients SA
Bio

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.

Constantine Maglis
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Constantine Maglis

Partner B. Com (Acctg & Fin), Adv.Dip. FS (FP), AFP ®
Bio

Con is a Partner with extensive experience advising the not-for-profit sector, executives and ultra-high net worth families. He delivers the full range of resources needed to address the complex, multi-faceted challenges of managing significant wealth.

Since 2010, Con has provided trusted advice to his clients and is highly experienced in managing wealth and protecting their investment assets.
In his role at Perpetual, Con’s vision is to enrich communities, people and lives with advice and services that inform, educate and sustain longevity of wealth. He believes in honest and meaningful relationships with his clients and delivering an exceptional level of service to help them reach their objectives.


Con delivers tailored strategies to meet individual client objectives by bringing in specialist teams within Perpetual, including investment research and strategy, governance, philanthropy, succession planning, estate planning and accounting.
Prior to joining Perpetual, Con spent eight years at Commonwealth Bank, as Strategic and Investment Adviser at Commonwealth Private.

Con holds a Bachelor of Business and Commerce with a double major in Accounting and Finance and is currently completing his studies with the CFA Institute.

Trustee and estate services

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Mathew Gault
Senior Adviser NSW
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Rachelle Arranz
Senior Financial Adviser
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Andrew Parker
Partner, Private Clients SA
Mathew Gault
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Mathew Gault

Senior Adviser NSW
Bio

Mathew is a Senior Adviser at Perpetual’s Sydney office. Originally from the UK, he has been in the financial services industry since 2004 and with Perpetual since 2006.

Mathew specialises in advising families and individuals who are receiving personal injury compensation payments, including financial management. Mathew can also arrange life insurance advice, tax planning, estate planning advice and Lifestyle Assist services.  

Mathew also provides sophisticated financial advice to Perpetual’s private clients and has extensive experience across many aspects of financial services and investment markets.

Prior to moving to Australia, Mathew spent 13 years as a solicitor and was a partner in a law firm in London specialising in estate planning, trusts and probate for high net worth clients.

Mathew earned a Graduate Diploma of Financial Planning from FINSIA in 2006 and was admitted as a solicitor in NSW in 2005, although currently not practicing.

Rachelle Arranz
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Rachelle Arranz

Senior Financial Adviser
Bio

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.

Andrew Parker
Andrew Parker.jpg

Andrew Parker

Partner, Private Clients SA
Bio

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.

Investing with Perpetual Private

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Kyle Lidbury
Head of Investment Research, Perpetual Private
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Emily Barlow
Investment Director, Wholesale, NFP and ESG
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Andrew Garrett
Investment Director
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David Blunt
Portfolio Manager
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Stephen Kench
Head of Direct Equities
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Lydia Kav
Head of Manager Research
Kyle Lidbury
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Kyle Lidbury

Head of Investment Research, Perpetual Private
Bio

Years of experience: 23
Years at Perpetual: 12

Kyle joined Perpetual Private in July 2014 and leads the 18 person Investment Research team. In this role, he is responsible for the overall investment solutions of the firm, managing teams of highly experienced investment professionals across capital markets research, asset allocation, manager research, stock analysis and portfolio construction advice, as well as portfolio analytics and investment insights for client portfolios. 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. 

Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designations.

Emily Barlow
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Emily Barlow

Investment Director, Wholesale, NFP and ESG
Bio

Years of experience: 12       
Years at Perpetual: 3

Emily works with NFP and wholesale investors across Australia to deliver robust governance frameworks and sophisticated investment solutions. With a specialty in responsible investing, she also works closely with investors to help them understand the impact of their investments and how they can align their portfolios with their values without compromising on investment returns.  

Emily is an experienced investment professional having worked in investment management, consulting and advisory roles in Australia and the UK. Prior to joining Perpetual, Emily was a Senior Consultant and Principal at Mercer in Sydney, providing investment advice to a range of institutional clients across Australia, specialising in superannuation and post-retirement. As part of her role at Mercer, she also led several research initiatives on wellness, financial needs and investment solutions. 

Emily holds a Masters in Chemistry from the University of Oxford, the UK Investment Management Certificate, the CFA Institute Certificate in ESG Investing and the Chartered Financial Analyst designation. 

Andrew Garrett
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Andrew Garrett

Investment Director
Bio

Years of experience: 18 
Years at Perpetual: 3

Provides investment research, portfolio construction and bespoke investment advice for Perpetual Private’s clients.

Andrew works closely with advisers by providing specialist investment knowledge on Perpetual’s investment process and strategy implementation, focusing on delivering optimal solutions to our stakeholders and partners. This is further augmented by his provision of transparent and accessible knowledge of financial markets and asset classes both globally and locally.

Having spent 15 years in London, Andrew returned to Melbourne with a wealth of international experience to benefit Perpetual’s clients and partners. Having started his career working on private equity transactions and stock market listings, he then spent time working on equity trading desks, before moving into investment management. In his role as a Portfolio Manager for Barclays Investment Solutions, Andrew managed money across multiple asset-classes on behalf of various client groups, before focusing on the charity and not-for-profit segment. With responsibility for as much as £3bn in assets, he developed a strong reputation for delivering robust investment performance linked to his comprehensive understanding of global investment markets.

Andrew is a holder of the Chartered Financial Analyst designation.

David Blunt
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David Blunt

Portfolio Manager
Bio

Years of experience: 13 
Years at Perpetual: 7

David joined Perpetual Private’s Investment Research team in May 2015. David manages Perpetual Private’s growth alternatives portfolios, incorporating private equity, real estate, infrastructure and hedge funds. Concurrently, he leads the team’s effort in incorporating ESG, Responsible Investments and Impact investments across portfolios. Additionally, David is a non-executive director of the Utilities Trust of Australia (UTA) Trustee Board. David is a member of UTA’s ESG Committee. 

David has over eleven years’ experience as an investment professional operating in a fiduciary environment. Prior to joining Perpetual, David held roles with ANZ and MLC where he was responsible for capital markets research, strategic asset allocation, investment manager selection and portfolio construction. Prior to MLC, David spent time with Liquid Capital Markets, a firm operating in global derivatives markets.

David holds a Bachelor of Arts with majors in Economics and Politics & International Relations from the University of New South Wales and a Graduate Diploma in Applied Finance from Kaplan Professional. Additionally, David completed the Australian Institute of Company Directors, Company Directors Course in 2017 and attained his Chartered Alternative Investment Analyst designation in 2018

Stephen Kench
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Stephen Kench

Head of Direct Equities
Bio

Years of experience: 27
Years at Perpetual: 12

Stephen is responsible for Perpetual Private’s direct equity investment and research capability, including stock selection and ongoing management of direct equity investment portfolios for clients (as managed accounts, or on an advisory basis). He provides detailed input on direct equities – company analysis & research, recommendations and portfolio structuring, and leads a team of five investment analysts across most key equity sectors.

Stephen has spent more than twenty years as an equity market specialist. Prior to joining Perpetual, he spent four years as a Senior Investment Analyst at Queensland Investment Corporation (QIC) in the domestic equity funds management team. He was primarily responsible for covering sectors such as Financials, Healthcare, Food & Beverage and Building Materials. Stephen also spent considerable time as a Senior Research Analyst at Macquarie Group, where he specialised in Banks and Diversified Financials.

Stephen’s academic qualifications underpin his extensive experience. He holds a Bachelor of Economics (Macquarie University), is an Associate of FINSIA and a Chartered Financial Analyst (CFA Institute).

Lydia Kav
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Lydia Kav

Head of Manager Research
Bio

Years of experience: 26
Years at Perpetual: 1

Lydia heads the Perpetual Private Multi Manager team, leading the investment research process with a view to generating consistent client outcomes in line with our investment philosophy. The team aims to drive growth through innovative investment solutions for clients.  Lydia is also responsible for the manager research investment process, asset allocation methodology & investment strategies across all asset classes for Perpetual Private’s suite of multi manager funds, model portfolios and our approved product lists.  

Lydia recently joined from AMP Capital, where as Head of Sector Multi-Manager she led the multi manager team of portfolio managers investing across all asset classes, private and public, in Australia and globally. Her previous roles included Senior Portfolio Manager (Fixed Income), Investment Specialist, and Co-Head of Quantitative Analysis & Risk Management (Fixed Income). Lydia holds a Bachelor of Commerce and Administration, with first class Honours in Economics, from Victoria University in New Zealand.

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Awards and recognition

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