Meet our Business Development team
For help or information on any of our investment products, contact your local Perpetual Business Development Manager or our Platform specialists. Alternatively phone Adviser Services on 1800 062 725.
| Perpetual Investments | |
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| Rob Thompson, State Manager, NSW | |
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Rob joined Perpetual in July 2008 to manage the WA business strategy and services key adviser groups. |
| Mark Jordan, Account Executive | |
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Mark joined Perpetual in May 2007 and provided adviser support throughout metropolitan Melbourne and Tasmania before joining our NSW team. |
| Ben Granbery, Account Executive | |
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Ben joined Perpetual in August 2008 to manage adviser relationships throughout Sydney and the north coast of NSW. For the past three years, Ben worked as Practice Development Manager for MLC in South Australia. Prior to that he worked as Business Developer in MLC 's Sydney office. Ben holds an Advanced Diploma in Financial Services, an Advanced Diploma of Marketing Management and is currently completing an MBA at the University of NSW. PHONE (02) 9229 3334 EMAIL ben.granbery@perpetual.com.au |
| Mark Hearne, Account Executive | |
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Mark joined Perpetual in July 2008 to manage adviser relationships throughout Sydney and Newcastle. Prior to joining Perpetual, Mark worked as a BDM for over 10 years with Scottish Widows based in the UK. He has also worked as a financial planner with MLC in Australia and Nat West in the UK. Mark is a UK CFP holder and also holds the AFPC qualification via the Chartered Institute of Insurance. He is currently undertaking conversion papers to gain CFP status in Australia. PHONE (02) 9229 3022 EMAIL mark.hearn@perpetual.com.au |
| Scott Baker, Account Executive, NSW | |
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Scott joined Perpetual in September 2006. He recently spent over 12 months in Brisbane before returning to work in our NSW office. Prior to Perpetual Scott worked for a Boutique Financial Services Recruitment Firm and prior to this worked as a Senior Financial Planner at ANZ in Sydney for 4 years. He has obtained the Certified Financial Planner, CFP designation and completed a Diploma of Financial Planning and Diploma of Financial Services from FinSia. PHONE (02) 9229 9064 FAX (02) 8256 1476 EMAIL scott.baker@perpetual.com.au |
| Michelle Danieluk , Account Associate | |
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Michelle Danieluk has been a key member of Perpetual's Adviser Distribution team since 2006, providing sales support to the State Manager and NSW team. Michelle currently supports Allison Macfarlane (National Account Manager), in assisting her to manage relationships with a number of Perpetual's key National Dealer Groups. She also provides support to Scott Baker and Ben Granbery in maintaining adviser relationships in Metropolitan Sydney, Wagga Wagga, ACT and the NSW North Coast Region. Michelle holds a Certificate III in Financial Services and is currently studying toward a Diploma of Financial Services (Financial Planning). PHONE (02) 9229 9236 FAX (02) 8256 1473 EMAIL michelle.danieluk@perpetual.com.au |
| Superannuation & Investment Solutions | |
| Paul Norris, General Manager Sales, Superannuation & Investment Solutions | |
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Paul is General Manager Sales, Superannuation & Investment Solutions at Perpetual. His team provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and DIY Super Services. Paul joined Perpetual in May 2005 and has over 15 years' experience in financial services. He was previously our Senior Business Development Manager for Superannuation & Investment Solutions. Prior to joining Perpetual, Paul worked with ING Australia managing large operational teams. His in-depth experience extends to an array of blue-chip investment firms including AMP, Colonial First State and HSBC. PHONE (02) 9229 3165 EMAIL paul.norris@perpetual.com.au |
| Brett Guerin, Business Development Manager, Superannuation & Investment Solutions | |
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Brett has worked in the finance industry for the past 12 years both in Australia and the United Kingdom. His career started at First State Fund Managers (now CFS) in 1997. In Australia, Brett has worked with retail platforms for the past six years. Prior to joining Perpetual, Brett was a Business Development Manager for IOOF Global One in Victoria. He has had a diverse background having previously held roles in Client Services and Training for CFS and a management role at Cogent in the UK. He has a Diploma of Financial Services, Graduate Diploma of Applied Finance and is currently undertaking a Masters of Applied Finance and Investment. PHONE (02) 9229 9978 EMAIL brett.guerin@perpetual.com.au |
| Amy Barron , Business Development Manager, Superannuation & Investment Solutions | |
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Amy is the Structured Product Specialist for Perpetual and has over 15 year's industry experience, both in Australia and offshore. Prior to joining Perpetual, Amy was an Associate Director at UBS in the Equity Structured Investments division. Amy's main responsibilities at UBS included the development of financial planning distribution channels for the investment bank, and the marketing, research and sales of listed and non-listed equity derivative and structured products. Other relevant experience includes a role at Macquarie where she was the Sales Manager for Financial Products, focused on tailored solutions for the intermediary market and high net worth investors. PHONE (02) 9229 9978 EMAIL amy.barron@perpetual.com.au |
| Lauren Kaplan , Superannuation & Investment Solutions - NSW/ACT | |
| Lauren is an Account Management Co-ordinator, providing support to the Superannuation & Investment Solutions business development managers. Lauren joined Perpetual in May 2009 to work with our client service team. She joined the business development team in August 2009. Lauren has a Bachelor of Commerce in Marketing and Bachelor of Applied Finance from Macquarie University. PHONE (02) 9229 9751 EMAIL lauren.kaplan@perpetual.com.au |
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| Stuart Dunn, Business Development Manager, Superannuation & Investment Solutions - NSW | |
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Stuart provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. Stuart has worked in the financial industry since 1996. Before joining Perpetual in 2008 he worked with Citi as Regional Manager within their retail structured products team. He also worked at Macquarie Bank, where he was responsible for the distribution of margin lending, protected equity loans and Fusion products to third party advisers and stock brokers. He was also part of the management team that built the CommSec broking and margin lending business. PHONE (02) 9229 3193 EMAIL stuart.dunn@perpetual.com.au |
| Stephen Thurston, Account Management Coordinator, Superannuation & Investment Solutions - NSW | |
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Steve is an Account Management Coordinator, providing support to the Superannuation & Investment Solutions. PHONE (02) 9229 9751 EMAIL stephen.thurston@perpetual.com.au |
| Michaela Francis, Business Development Manager, Superannuation & Investment Solutions - NSW/ACT | |
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Michaela provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. Michaela joined Perpetual in 2002 to work with our Unit Trust Registry and became a member of the Business Development Team in December 2004. She also has experience from working in London at leading investment Management firms. Michaela holds a Bachelor of Arts from Victoria University, Wellington NZ and is currently studying toward a Graduate Diploma in Financial Planning. Michaela is currently on maternity leave. PHONE (02) 9229 9978 EMAIL michaela.francis@perpetual.com.au |
| Perpetual Investments | |
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| Daniel Moore, State Manager, VIC and TAS | |
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Daniel is State Manager, VIC and TAS. He manages business strategy for these states and services key adviser groups. |
| Tony Gobbo, Senior Account Executive | |
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Tony is a senior account executive providing adviser support throughout metropolitan Melbourne and Tasmania. |
| Ryan Lapish, Account Executive | |
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Ryan Lapish joined Perpetual in April 2010 to provide adviser support throughout southern Victoria and metropolitan Melbourne. |
| Toula Hopman, Personal Assistant | |
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Toula joined Perpetual in August 2004 to provide sales support to the Victorian Adviser Distribution team. As well as supporting the team, Toula is now also Personal Assistant to Daniel Moore - State Manager VIC/TAS. Before Perpetual, Toula worked for Esanda Finance as a Business Development Officer. PHONE (03) 8628 0453 FAX (03) 8622 4905 EMAIL toula.hopman@perpetual.com.au |
| Heidi Fawcett, Account Executive | |
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Heidi joined Perpetual in November 2005. She commenced as an Account Executive in July 2008 providing adviser support throughout metropolitan Melbourne and regional Victoria. Her previous role at Perpetual was as Account Management Co-ordinator. Heidi has also worked with Schroders in London as a Client Services Administrator and prior to this she was a Client Services Dealer with the Treasury Corporation of Victoria for three years. Heidi holds a Bachelor of Business from Victoria University and is currently studying toward a Graduate Diploma in Financial Planning. PHONE (03) 8628 0455 EMAIL heidi.fawcett@perpetual.com.au |
| Allira Danese , Account Management Co-ordinator | |
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Allira joined Perpetual in February 2007. She assists Audra Ibbetson and Mark Jordan in providing adviser support in metropolitan Melbourne and Tasmania. Prior to this she assisted Katrina Parolin in providing adviser support for Platforms in Victoria and Tasmania. Allira holds a Bachelor of Business (Banking and Finance) from Monash University and is currently studying toward a Graduate Diploma in Applied Finance. PHONE (03) 8628 0590 FAX (03) 8622 4905 EMAIL allira.danese@perpetual.com.au |
| Josh Hain, Account Management Co-ordinator | |
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Josh joined Perpetual in June 2009. He assists Joseph Tobias and Heidi Fawcett in providing adviser support in metropolitan Melbourne and regional Victoria. Prior to this Josh worked at Macqaurie Group as an Equities Trader on the Institutional Sales desk in Melbourne. Josh holds a Bachelor of Laws (Honours) and a Bachelor of Commerce from the University of Melbourne. PHONE (03) 8628 0455 FAX (03) 8622 4905 EMAIL joshua.hain@perpetual.com.au |
| Stephen Higgins, Business Development Manager, Superannuation & Investment Solutions - VIC & TAS | |
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Stephen provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. Stephen joined Perpetual in 2001 to work in our Unit Trust Registry and became a member of the business development team in September 2006. Stephen relocated to London for a year in 2008 where he gained experience working for a leading investment management firm. In January 2009, he returned to Australia to rejoin Perpetual. Stephen holds a Bachelor of Business from the University of Western Sydney. PHONE (03) 8628 0553 EMAIL stephen.higgins@perpetual.com.au |
| Katrina Parolin, Business Development Manager, Superannuation & Investment Solutions - VIC/TAS | |
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Katrina provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. |
| Camilla Clark, Account Management Coordinator, Superannuation & Investment Solutions - VIC | |
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Camilla is an Account Management Coordinator, providing support to the Superannuation & Investment Solutions Business Development Managers in VIC. |
| Perpetual Investments | |
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| Tony Harte, State Manager | |
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Tony joined Perpetual in November 2008 in the QLD team as our QLD State Manager. Tony has over 10 years’ experience servicing Queensland financial planners and he joins us from Australian Unity where he was the Regional Manager for Queensland and Northern New South Wales. Before this, Tony was Vice President Retail Sales – Queensland and Northern New South Wales for Deutsche Asset Management. Tony has completed a Diploma in Financial Planning PHONE 07 3834 5656 FAX 07 3834 5663 EMAIL tony.harte@perpetual.com.au |
| Michael Gollagher, Account Executive | |
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Michael joined Perpetual in August 2006 and has over eight years experience in financial services. In this time he has held roles in both Financial Advice, and Business Development. Before joining Perpetual, he worked as Business Partnership Manager for IWL Limited specialising in software implementation and training, assisting the Queensland adviser network with software solutions. |
| Natalie Cusack, Account Management Co-ordinator | |
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Natalie joined Perpetual in 2008 to assist the Brisbane team, providing support for Queensland advisers. Before joining us, Natalie worked with Alleasing as Sales Support officer. Natalie holds a Bachelor of Commerce in Banking and Finance from Griffith University. PHONE (07) 3834 5639 FAX (07) 3834 5663 EMAIL natalie.cusack@perpetual.com.au |
| Rob Gjorgioski, Account Executive | |
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Rob joined Perpetual in January 2010. He has worked in financial services for 12 years and joins us from Midwinter Financial Services. He previously spent 9 years with St George, including roles in Financial Planning, Margin Lending and 2 years as State Manager with Advance Asset Management in Queensland. PHONE (07) 3834 5679 EMAIL rob.g@perpetual.com.au |
| Angela Vincent , Business Development Manager, Superannuation & Investment Solutions - QLD | |
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Angela provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. She joined Perpetual in February 2009. Previously, she worked for Next Financial in a similar role for 2 years. Before this she worked in a financial planning and salary packaging firm for 3 years. Angela has a Diploma of Financial Planning and is currently studying for a Masters in Applied Finance. PHONE (07) 3834 5605 EMAIL angela.vincent@perpetual.com.au |
| Paul Colebourne, Business Development Manager, Superannuation & Investment Solutions - QLD | |
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Paul provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. Paul joined Perpetual in June 2007, bringing 10 years of experience in financial services. He joined us from Aviva where he worked as State Business Process Consultant for the Navigator platform working directly with the Queensland IFA market. Paul Holds a Bachelor of Science from the Queensland University of Technology, Certificate in Workplace Assessment and Training and is currently studying to complete a Diploma in Financial Planning. PHONE (07) 3834 5628 EMAIL paul.colebourne@perpetual.com.au |
| Shane Fisher, Business Development Manager, Superannuation & Investment Solutions - QLD | |
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Shane provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. Shane joined Perpetual in August 2005. He was previously the State Manager for Queensland, primarily responsible for the management of the business development strategy for financial advisers. Before joining Perpetual, Shane worked with several companies servicing and supporting the Queensland adviser network and has been in the financial services industry for 14 years, all of which has been spent in Queensland. PHONE (07) 3834 5626 EMAIL shane.fisher@perpetual.com.au |
| Kelly Harper, Account Management Coordinator, Superannuation & Investment Solutions - QLD | |
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Kelly is an Account Management Coordinator, providing support to the Superannuation & Investment Solutions business development managers. Kelly joined Perpetual in February 2010. Previously, she worked for Russell Investments as a Business Development Officer and prior to that in London at Merrill Lynch. Phone (07) 3834 5632 |
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| Perpetual Investments | |
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| Warwick Edwards, State Manager | |
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Warwick Edwards is the State Manager for SA and NT. He manages business strategy for these states and services key adviser groups. Warwick joined Perpetual from BT Financial Group where he worked in Sales, Technical Services & Customer Relations for over 11 years. |
| Kathy Laube, Account Management Co-ordinator | |
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Kathy joined Perpetual in March 2007 as Account Management Co-ordinator. She assists Warwick Edwards – State Manager to provide adviser support in South Australia and the Northern Terriorty. |
| Tina Stephens , Business Development Manager, Superannuation & Investment Solutions - SA | |
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Tina provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. Tina has worked in the financial industry for more than a decade and has also worked within financial planning businesses. Before joining Perpetual in 2008, Tina spent 4 years at BT Financial Group as the Business Development Manager providing business solutions to advisers. PHONE (08) 8418 5679 MOBILE 0403 013 815 EMAIL tina.stephens@perpetual.com.au |
| Zabeen Barton, Account Management Coordinator, Superannuation & Investment Solutions - SA and WA | |
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Zabeen is an Account Management Coordinator providing support to the Superannuation & Investment Solutions business development managers in SA and WA. |
| Perpetual Investments | |
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| Alastair Fink, State Manager | |
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Alastair joined Perpetual in June 2010 as WA state manager. |
| Debbie Giles, Account Management Co-ordinator | |
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Debbie joined Perpetual in June 2006 as Account Management Associate. She assists Rob Thompson and Natasha Daniels to provide adviser support in WA. |
| Natasha Daniels, Business Development Manager, Superannuation & Investment Solutions - WA | |
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Natasha provides business development support to financial advisers using Perpetual's structured products, the Perpetual WealthFocus platform and our DIY Super services. Natasha joined Perpetual in November 2007. She has worked in the finance industry since 1993 and has focused on the financial planning sector since 2002. Her experience includes financial advising, practice management and business development. Natasha holds an Advanced Diploma of Financial Services. PHONE (08) 9224 4469 EMAIL natasha.daniels@perpetual.com.au |
| Zabeen Barton, Account Management Coordinator, Superannuation & Investment Solutions - WA | |
| Zabeen is an Account Management Coordinator providing support to the Superannuation & Investment Solutions business development managers in SA and WA. She joined Perpetual in July 2007 and was one of the founding members of the PerpetualOne Premium Service within the Service & Operations team. She has obtained a Bachelor in Commerce (Economics) from the University of Sydney and is currently undertaking the Diploma of Financial Planning. PHONE (02) 9229 3929 EMAIL zabeen.barton@perpetual.com.au |
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| Perpetual Investments | |
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| Damian Crowley, General Manager Adviser Distribution | |
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Damian is General Manager Adviser Distribution at Perpetual. His team is responsible for providing account management and business development support to dealer groups and financial advisers in Australia and New Zealand using Perpetual Investments' Funds. |
| Karl Linder, National Account Manager | |
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Karl joined Perpetual in 2002 and is currently a National Account Manager responsible for working closely with a number of our key national dealer groups. Karl's previous position at Perpetual was as a Senior Business Development Manager responsible for actively servicing financial advisers throughout Victoria and Tasmania. |
| Jorden Brown, National Account Manager | |
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Jorden joined Perpetual in April 2005 and is responsible for managing relationships with a number of our key national dealer groups. Prior to this, Jorden was a Senior Business Account Executive within Perpetual's NSW team. Before joining Perpetual, Jorden worked at Macquarie Bank and Rothschild Australia Asset Management in Business Development roles. Jorden holds a Bachelor of Business Studies from Charles Sturt University. PHONE (02) 9229 3056 EMAIL jorden.brown@perpetual.com.au |
| Allison Macfarlane, National Account Manager | |
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Allison joined Perpetual in April 2008 and is responsible for managing the relationships with a number of our key national dealer groups. She has over 16 years' industry experience including adviser distribution roles at BT, Rothschild and The Private Collection. Allison holds a Bachelor of Commerce from the University of Queensland and a graduate diploma from the Securities Insititute of Australia (now Finsia). PHONE (02) 9229 9112 EMAIL allison.macfarlane@perpetual.com.au |
| Angie Baran, Senior Manager, Marketing Adviser Distribution | |
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Angie joined Perpetual in August 2008 and is responsible for the national marketing strategy supporting the Adviser Distribution team. Before joining Perpetual, Angie worked for UBS Wealth Management as Director, Marketing and Communications Manager and MLC as Product Manager, MasterKey Super. Angie holds a Bachelor of Economics (Economics and Finance) from UWS Nepean. PHONE (02) 9229 9764 FAX (02) 8256 1473 EMAIL angie.baran@perpetual.com.au |
| Louise Mcilwraith, National Sales Performance Manager | |
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Louise is National Sales Performance Manager, and is responsible for developing training and development programs for the business development team. She joined Perpetual in December 2000 as Business Development Manager and managed the business development teams in Victoria and Tasmania. Louise previously worked for five years at Barclay Global Investors as Victorian State Manager. Louise is an affiliate member of the Securities Institute of Australia and holds a Diploma of Teaching and a Diploma in Financial Markets. PHONE (03) 8628 0477 EMAIL louise.mcilwraith@perpetual.com.au |
| Katie Glavas, National Operations Manager | |
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Katie joined Perpetual in January 2006 and is the National Operations Manager responsible for ensuring systems, processes and resources supporting Adviser Distribution are efficient, and identifying areas of improvement. Katie's previous position at Perpetual was as a National Account Co-ordinator, responsible in providing technical systems and training support to advisers, supporting key national accounts and structured products. Katie holds a Bachelor of Commerce with Honours in Economics from Deakin University, and has also completed her Graduate Diploma in Financial Planning from Financial Services Institute of Australasia. PHONE (03) 8628 0546 EMAIL katie.glavas@perpetual.com.au |
| Katriona Jones, Sales & Marketing Assistant Adviser Distribution | |
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Katriona Jones joined Perpetual in February 2008 as the Personal Assistant to Damian Crowley, General Manager of Adviser Distribution. Katriona currently holds the role of the Sales and Marketing Assistant, supporting Damian Crowley, the National Account Managers and the Senior Marketing Manager with dealer group conferences and events, together with sales and marketing initiatives. Katriona holds a Diploma in Advanced Business Administration from St Patrick's Business College in Sydney and is currently studying towards a Bachelor Business (Marketing). PHONE (02) 9229 9052 FAX (02) 8256 1473 EMAIL katriona.jones@perpetual.com.au |
Performance
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Phone 1800 062 725
