Supporting senior living and aged care providers

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.

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.

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).

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 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.