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Partnering with Perpetual

Partnering with Perpetual

Specialist financial advice and trustee services.

How we work with you and your clients.

We believe that great businesses are built on great relationships.

As an accountant, lawyer or other business professional, we make it easy for you to access the tools and resources to help you protect and grow your clients’ wealth.

By partnering with Perpetual, your clients can benefit from combined expertise in financial advice, trustee services and investment management. They can call on technical experts and a team of specialists in areas such as investment management, superannuation, tax and accounting, trust set-up and management, estate planning and philanthropy.

We can help you guide and prepare your clients for any stage in life – from managing wealth to preparing for life after work and leaving a legacy:


    • Strategic financial advice
    • Investment advice & management
    • Income, savings & debt management
    • Personal Insurance
    • Tax & accounting
    • Health & personal injury support
    • Family office
    • Property management

    Exceptional financial advice to protect and grow your wealth. That’s our enduring commitment to you backed by an investment philosophy that has stood the test of time.

  • Planning For Retirement

    • Retirement and succession planning
    • Superannuation & pension management
    • Power of attorney & Lifestyle assistance

    A post-work paradise takes careful planning. We can help you to structure your finances effectively and create an investment portfolio that protects your wealth without jeopardising your lifestyle.

  • Giving & Passing On Wealth

    • Charitable giving & philanthropy
    • Trust setup & management
    • Wills, estate planning & executorial services

    From the creation of your estate plan through to tax-effective giving structures, our team can help you to create a legacy for the people and causes closest to your heart.

Partnering with Perpetual


Our partner and adviser – in their own words

“Perpetual has been of great assistance to me for over 30 years. I have found Perpetual to be pragmatic and responsive, with an ability to provide a wide range of services to assist all clients regardless of the complexity of their affairs. They tailor their services to ensure that the needs of the individual, family or business entities are always met.” – Gerard Basha, Partner at Bartier Perry Pty Limited

“For over 15 years, I’ve partnered with solicitors to provide high-quality, integrated financial advice for their clients, whether it is to help them grow their wealth, plan for retirement or transfer their wealth to the next generation. At Perpetual, we always take the time to understand the unique needs of your client and put those needs first. Together with the referring solicitor, we’re committed to delivering the highest level of personalised care and specialist expertise.” – Carolyn O'Reilly, Senior Financial Adviser, Perpetual Private VIC


Meet the team

Peter Whittington
Lead Partner NSW / ACT
Andrew Parker.jpg
Andrew Parker
Partner, Private Clients SA
Peter Whittington

Peter Whittington

Lead Partner NSW / ACT

Peter is a lead partner based out of our Sydney offices, managing multiple specialised teams across financial advice, medical specialists, fiduciary services such as Perpetual’s Lifestyle Assist s and other support roles.

As well as managing people, Peter brings together all the resources needed to provide advice and aged care support services for our clients, including operations management and business-to-business sales and marketing.

Peter has been with Perpetual for five years. Prior to this, he spent over a decade working with accounting and legal practitioners for CPA Australia and The Tax Institute.

Peter is also a Director of several Not-For-Profit organisations which are responsible for significant physical and monetary assets.

Peter holds a Master of Business Administration (Business Law) and has completed a Diploma of Financial Planning. He also has a Foundations of Directorship from the Australian Institute of Company Directors.

Andrew Parker
Andrew Parker.jpg

Andrew Parker

Partner, Private Clients SA

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.

Take your first step - contact us on 1800 631 381

Or please submit the form below and a specialist adviser will contact you.

* Our accounting firm Fordham, specialising in work with business owners and managers, achieved an exceptional NPS score of 75 in 2020.


Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This webpage contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or other adviser, who can provide you with the relevant Financial Services Guide, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo. The information is believed to be accurate at the time of compilation and is provided in good faith. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. This article may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.