Supporting senior living and aged care providers

Anthony is responsible for the development of new relationships and business opportunities from within the philanthropic and not-for-profit sectors. His specific areas of focus are engaging boards and executives of not-for-profits with respect to investment management and the delivery of strategic business support to not-for-profit clients.

He also focuses on working with not-for-profit entities and endowments to define investment policy and strategy, to manage and protect their investment assets. 

Anthony has a Bachelor of Commerce (Finance & Financial Planning) and an Advanced Diploma of Financial Planning.

Emily is responsible for providing strategic advice and research to Aged Care and Not for Profit clients across Perpetual’s Private Wealth business.

Prior to joining Perpetual, Emily was a Senior Consultant at Mercer providing investment advice to a range of institutional clients specialising in superannuation and post retirement. As part of her role at Mercer, she also led a number of research initiatives on wellness, needs and solutions in retirement.

Before Mercer, Emily was an Investment Strategist at State Street Global Advisors (SSGA) in London developing new Defined Contribution investment products and building out SSGA’s European retirement offering.

Emily has 10 years of experience in financial services across Australia and the UK and is based in Sydney.

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

David is a Senior Financial Adviser at Perpetual Private, with over 10 years’ experience in accounting and financial services. He specialises in working with not-for-profit organisations to deliver tailored governance and investment advice, which closely aligns with organisational values. David has a deep understanding of the unique needs of not-for-profit and Senior Living organisations, allowing him to assist in the careful development of investment policy and investment management strategies, as well as portfolio construction.

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 Senior Lliving providers on investment strategy, in an environment of low interest rates, high inflation, legislative change and uncertain liquidity requirements.

David is part of a dedicated team managing over A$1.2 billion across not-for-profit and senior living clients, family offices and philanthropic trusts. 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 has completed the CFA Level I Exam.

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.

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.

Daniel holds a Graduate and Advanced Diploma of Financial planning and 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.

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).

Daniel is a Specialist Medical Senior Adviser at Perpetual’s Melbourne office and joined the financial services industry in 1994. Daniel has worked in both Australian and international markets.

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.

Liz has over 20 years’ experience in financial services and specialises in not-for-profit clients and philanthropic trusts. She is a senior investment adviser with a deep understanding of the unique needs and strategic objectives of not-for-profit organisations – including aged care and senior living providers – and helps her clients implement best practice investment policies. Liz also connects clients to other parts of the Perpetual business, including Philanthropic services.

Before joining Perpetual, Liz was responsible for business development and investment consulting with an Australian-based global investment manager, providing asset allocation and investment policy advice, investment solutions and board presentations for more than 100 not-for-profit clients.

Liz has a Bachelor of Commerce, Master of Financial Planning, Graduate Diploma of Applied Finance and a Graduate Diploma in Management from the Royal Australian Navy Staff College.

Liz is President of a NSW Premier League Netball Franchise. She volunteers with the Wayside Chapel.