Advice for women, by women

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.

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.

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.

Elysse provides a holistic approach to financial advice with a strong relationship focus. She works with her clients to understand their current situation, define their goals, and then develop a plan to achieve them. Elysse uses her expertise to translate complex concepts into simple terms, helping her clients make informed decisions.

She specialises in providing financial advice to individuals and families.
Elysse is passionate about all aspects of wellbeing and finds purpose in helping people achieve financial wellbeing. Outside of work, she is a wife and mum who enjoys spending time with family and friends, cooking, exercising, getting out in nature, and traveling.

Elysse is a Certified Financial Adviser with a Master's in Financial Planning and over 15 years of experience in the financial advice industry.

Her areas of specialty include:

• Financial Planning
• Superannuation (including SMSF and SAF)
• Wealth protection and asset structuring
• Investment, asset allocation, and portfolio construction
• General estate planning
• Charitable planning and philanthropy

Marisa has a substantial background in financial planning and advisory services. With 20 years of experience, she has honed her expertise in assisting clients develop investment strategies that significantly increase their net worth over time, along with ensuring financial security and a comfortable lifestyle post-retirement for her clients.

Many clients have benefited from Marisa’s ability to simplify and implement effective strategies to meet their financial needs. One of Marisa’s most valuable attributes is her exceptional interpersonal skills and ability to build trust and rapport with clients.  Upon meeting with Marisa, its immediately apparent that she is passionate about helping clients identify what is important to them and guides them to make well- informed decisions to optimise their wealth journey now and for the future.

Marisa’s career includes roles at prominent global and Australian banks, such as Macquarie Bank Citibank and Westpac Private. Marisa is committed to providing her clients with the highest quality financial advice and takes pride in building long standing relationships spanning generations.  Marisa shows her clients an unwavering commitment to education about financial matters and keeping them up-to-date on legislative changes that impact their situation.

Marisa holds an Advanced Diploma of Financial Planning (Adv.DipFS(FP) passed the FASEA industry exam and is a member of the Financial Planning Association (FPA).