Rachelle is a Senior Financial Adviser in Perpetual’s Canberra office and has over 25 years’ experience in the financial services industry, with over 15 years of this at Perpetual.

She provides holistic, tailored advice in retirement planning, superannuation, investments, asset allocation, portfolio construction, estate planning and charitable planning and philanthropy to assist clients in achieving their financial goals and objectives. As an Accredited Aged Care ProfessionalTM, Rachelle assists new and existing clients navigate the complex aged care system with empathy, understanding and clarity.  

Rachelle is passionate about building trust and long term relationships.  She is focussed on providing exceptional service for her clients and their families and particularly enjoys educating her clients and empowering them with the knowledge and resources to make better financial decisions that align with their values and achieve their goals. 

Having access to Perpetual’s broad range of services and experts allows Rachelle to connect clients to other parts of the Perpetual business including Philanthropic Services, Estates and Trusts, risk advice, tax, accounting and business services and the Not for Profit team.

Rachelle holds a Bachelor of Science, Diploma in Financial Markets, Master of Financial Planning and is a Certified Financial Planner (CFP®).

Cameron is the Manager Of Perpetual's NSW Health and Personal Injury business. In this role, Cameron is responsible for the management of the NSW Health and Personal Injury team and is the escalation point for any complex client enquiries. 

Cameron was previously the Senior Manager of Perpetual's Legal team and brings years of experience in advising Trustees and Financial Managers on their roles and duties in all aspects of administration. 

A 'client first' attitude and pragmatic approach to decision making ensures Cameron delivers optimum outcomes for clients and families accessing the Health and Personal Injury service. 

Qualifications and professional affiliations: 

• Masters of Applied Law 
• Bachelor of Law 
• Bachelor of Communications (Journalism) 
• Member Of the Australian Institute Of Company Directors 
• Full Member of the Society of Trust and Estates Practitioners (STEP)

Drew is an experienced philanthropy and not-for-profit specialist.

Drew joined Perpetual in 2023 as the Senior Manager in the NSW-based Philanthropy and Not-Profit Services team.

Drew has an extensive background as a fundraiser across the arts sector. Most recently, Drew was Head of Development at Sydney Writers’ Festival, where he led a team that significantly grew revenue in philanthropy, corporate sponsorship and government streams. In previous roles, Drew worked in fundraising and finance roles at the Australian Museum, Carriageworks and the Australia Council for the Arts. Drew serves on the board of not-for-profit music organisation, Sydney Improvised Music Association. He has extensive experience in fundraising strategy, major donor stewardship, corporate sponsorship deal-making and mass-giving campaigns.

Drew holds a Bachelor of Arts (Dean’s Scholar) from University of Wollongong and a Bachelor of Arts (Honors) from University of Sydney.

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

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.

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.

Lachlan has been working in the native title investment industry for more than ten years and has developed extensive experience working with corporations and trusts across Australia. He feels privileged that through his work, he has been able to engage with Aboriginal Communities to be able to improve the outcomes of the communities that he works with.

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.

Pamela Kaye is a lawyer and chartered secretary with 18 years’ experience working with Aboriginal clients. She has completed the Australian Institute of Company Directors company directors’ course. Pamela has oversight of Perpetual’s native title team and builds high performing teams.

Jane is an experienced philanthropy and not-for-profit specialist providing guidance and support to individuals, families, and the charitable sector.

Jane joined Perpetual in 2011 and is a philanthropic leader with significant experience and knowledge of the private wealth and Australian not-for-profit sector.

Jane leads a national team of philanthropy specialists who work in partnership with philanthropists to help guide them through the process of establishing a charitable structure, formulate giving strategies and make compliant and vision aligned decisions regarding their support to communities.

Jane works extensively with not-for-profit organisations nationally to support them in building their capacity to deliver on their mission and demonstrate the outcomes of their work to attract philanthropic support.

Jane has a strong governance background, having completed a Bachelor of Business and is a Graduate of the Australian Institute of Company Directors.

Tony is the Associate Partner of VIC’s High Net Worth division.

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

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

Andrew is the Partner of SA’s Not For Profit division.

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

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).

Emily is an experienced specialist providing strategic support to the non-profit and philanthropic sector to achieve sustainable impact.

Emily Wellard-Baring is an experienced leader in the non-profit humanitarian aid and development sector across Indigenous Australia and the Pacific.

With Masters’ Degrees in Participatory Development and Human Rights, Emily has held senior-management roles at both large and small non-profit organisations and is passionate about building organisational strategy, sustainability and governance for sustainable social impact. Emily brings this experience to Perpetual to support Philanthropy clients to develop their strategic giving to the fields they are most passionate about, and support Non-Profit clients build their long-term strategic and financial stability.

Liz is a Senior Investment Adviser, day-to-day contact on investment implementation and partnership management. Supported by two Associate Advisers.

Liz is your primary relationship manager and investment adviser. Liz specialises in advising not-for-profit and philanthropic clients. She has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations 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 at Macquarie, 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.