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Not-For-Profits

Not-For-Profits

Creating maximum impact and long-term sustainability for not-for-profits

Supporting Not-For-Profit businesses in a changing world

Now more than ever we need a Not-For Profit (NFP) sector that is compassionate and effective, innovative and strong. The range of people and communities in need is only getting larger and the responsibility – and opportunity – for NFP's to make a difference is growing just as fast. 

To make that difference – to really deliver for the communities they serve – NFP's need the strong underpinnings that top-quality financial governance provides.

Integrated NFP investment strategy delivering long-term sustainability

An NFP investment strategy (including an NFP Investment Policy Statement) that’s tailored to the mission and the organisation. One that is part of an integrated strategy that takes account of an NFP’s Spending Policy and delivers long-term sustainability as well as short-term program needs;

Financial structures and strategies that help the organisation manage their financial challenges – rising demand, variable funding, market volatility and regulatory change;

An integrated approach to NFP financial governance that helps NFP executives, boards and CFOs meet all their compliance and regulatory obligations and by doing so meet the needs and expectations of stakeholders including donors, partners and government. With that high level of NFP financial governance in place, NFP leaders are freed to focus on managing their organisation, delivering on their mission and growing their capability.

At Perpetual, we have a team of experts across philanthropy, governance and investment that work together to help NFPs meet all their investment strategy, sustainability and governance needs.

We believe NFPs are a great engine for good. We’re here to help the leaders who drive them forward.

Applying for funding

Not-for-profits can apply for funding from the philanthropic trusts and endowments that Perpetual manages, through our IMPACT Philanthropy Application Program (IPAP).

Impact newsletter

IMPACT provides insight into important issues for philanthropists and the not-for-profit sector. It shares thought provoking ideas and best practice examples that aim to both stimulate and motivate a passion for philanthropy with Impact.

 

How we help

Perpetual has been supporting NFPs for decades – by expertly investing charitable reserves to fund their work, building governance skillsets and by working with NFP leadership to create capabilities that serves all stakeholders – clients, donors and partners. Fordham, a specialist accounting firm that’s part of the Perpetual Group also provides a wide range of accounting and business services to NFPs – ranging from payroll to budgets and cashflow management, tax and financial statement administration and ACNC lodgments.

 

Our financial advisers – in their own words

“We are strategic partners to a wide range of not for profits and community organisations. With a team of specialists across philanthropy, governance and investment management we help them deliver for their clients and communities in a constantly changing environment.” Jamie Cockerill, Partner, Perpetual Private, NSW.

“Perpetual is working alongside NFPs and philanthropists all the time. That connection, that knowledge, means I can make a real difference whether I’m helping a client with their philanthropy – or helping an NFP with their investments or funding.” Liz Wheatley, Associate Partner, Perpetual Private, NSW.

 

Meet the team

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Emily Barlow
Investment Director
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Andrew Parker
Partner, Private Clients SA
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Jamie Cockerill
Partner, Private Clients NSW
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Daniel Tomé
Partner, Private Clients VIC
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Liz Wheatley
Associate Partner, NSW
Emily Barlow
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Emily Barlow

Investment Director
Bio

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.

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.

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).

Daniel Tomé
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Daniel Tomé

Partner, Private Clients VIC
Bio

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 Wheatley
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Liz Wheatley

Associate Partner, NSW
Bio

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.

Your best interests at heart

Perpetual provides a wide range of services to the NFP sector. That service is delivered by a team of experts in everything from investment and governance to philanthropy and finance. We seek to partner with NFPs in the areas where we can bring our unique capability to bear, helping them service their communities, fund their operations and increase their impact.

Perpetual works with NFPs and charities across a wide range of fields in Australia and overseas – education, social welfare, advocacy, aged care, medical research and the arts – to name a few. Our services range from NFP governance – investment and spending policies, investment strategy – to all aspects of the specialist investment management of NFP capital.

Perpetual also works with donors every day to help them generate greater impact from their giving. So, we’re a natural connecting point between philanthropists, funders and NFPs. Just as importantly, we’re constantly engaging with NFPs, philanthropists, business, government and the education sector to help increase the impact NFPs can have – through thought leadership, network building, a focus on capability and involvement in public policy processes.

Perpetual is an ASX-listed, diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.

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Contact our team today


And see how we can help protect and build your wealth

Perpetual’s Philanthropic Services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This webpage has been prepared by PTCo and may contain information contributed by third parties. It contains general information only and is not intended to provide you with advice or take into account your personal objectives, financial situation or needs. The information is believed to be accurate at the time of compilation and is provided by PTCo in good faith. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. PTCo does not warrant the accuracy or completeness of any wording in this document which was contributed by a third party. View the Perpetual Group's  Financial Services Guide.