Specialist financial advisers will develop a financial plan to help you effectively and consistently convert your income into appreciating assets that will provide for your desired lifestyle now and into retirement.
Financial and investment advisers
George has been advising medical professionals for over five years. Starting his career as a cytogeneticist for Genea, he spent 12 years specialising in prenatal diagnosis. In 2004, he completed a Diploma of Financial Planning and worked with NAB Financial Planning in various roles. George then transitioned into NAB Health where he worked solely with medical professionals, gaining a strong understanding of their working and family lives as well as their specific financial needs. He joined Perpetual Private in 2014 and as a result of his extensive medical background, the strategic investment advice he provides is aimed at achieving the client’s individual goals with minimal risk, and allowing the client to focus on their career.
Simon is responsible for the provision of complex taxation and superannuation advice to Perpetual’s high net worth clients and their professional advisers. He also has specialist knowledge in asset protection, succession planning and estate planning.
Simon has over 17 years’ experience in the financial services industry, and holds a Bachelor of Commerce, an Advanced Diploma of Financial Planning, and is an SMSF specialist advisorTM accredited by the SMSF Association.
Catriona joined Perpetual’s philanthropy team in January 2013 and is responsible for supporting Perpetual’s commitment to philanthropy and the not-for-profit sector.
With over a decade of philanthropic and grantmaking experience in both Australia and Europe, Catriona has an extensive understanding of national and international funding approaches and mechanisms.
Perpetual Senior Advisor with over 10 years of experience in the financial services industry.
Providing Trusted Advice to High Net Worth Clients and Medical Specialists.
Skilled in Portfolio Management, Financial Planning, Investment Strategies, Retirement Planning, and Comprehensive Personal Insurance Advice.
Perpetual’s trustee heritage and values mean that we have always put our clients’ interests first, delivering the highest level of personalised service and specialist expertise.
Perpetual Private offers a complete range of tailored financial advice and solutions for the most discerning private clients, for those who are still building wealth or enjoying it in retirement.
Phillip has been 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 in 2008, Phill held senior management 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 tax effective investment strategies, superannuation, personal and business risk management, as well as debt management.
Justin has been providing advice to clients in the financial services industry since 2000. After completing a Bachelor of Business in Economics and Finance at RMIT, his passion in helping others achieve financial success led him to pursue a career in the financial services industry.
The experience he brings having worked with high net worth families, individuals, business owners and medical specialists has enabled him to understand the value of time. He empowers his clients with knowledge, connects them to subject matter specialists and shares real life experiences to guide them towards solutions tailored to their needs. His goal is to help his clients feel financially liberated to pursue their dreams.
Elysse helps people navigate the complexities of their financial lives. She translates the complex into simple helping clients make informed decisions and achieve financial wellbeing. Elysse has over 10 years’ experience providing financial advice and has been with Perpetual for the past 7 years. Elysse holds a Masters of Financial Planning and is attaining her Certified Financial Planner accreditation.
Katie specialises in providing financial advice to Medical Specialists and Not-for Profit organisations.
By being part of a National Team of specialists, Katie is able to share her knowledge with other advisers in the medical and not-for profit space and stay abreast of tailored solutions for their industry. For medical specialists this includes but not limited to; risk management, structuring their finances, purchasing a practice or developing an exit strategy into retirement.
For Not-for-Profit organisations, Katie is able to help align philanthropists with the organisation as well as provide investment management solutions.
Warren Skinner has been a financial adviser to healthcare professionals for over 20 years and has been a key participant in the financial services industry since 1985.
Warren and his team work closely with clients to help them build and protect their wealth by designing strategies that dovetail with their current personal and financial situation and their future lifestyle and financial goals and aspirations. This often involves working closely with a client’s tax accountant and estate planning lawyer to achieve end to end financial solutions.
When Warren is not consulting with his valued clients and in light of his extensive background and experience, he is regularly asked to formally advise both domestic and international banks, fund managers and insurers on product development initiatives that aim to address the often unique needs of healthcare professionals.
Tom provides investment research, specialises in portfolio construction, and conducts complex investment advice for Perpetual Private’s clients. Tom aims to assist clients by providing transparent and accessible knowledge of financial markets and asset classes both globally and domestically.
Hilary is a Specialist Medical Senior Adviser at Perpetual's Brisbane office and joined Perpetual in 2011. She has been providing financial advice for over eleven years, and holds a Masters of Applied Finance and the CFP® designation. Experiencing better outcomes for clients by delivering her knowledge in a friendly and uncomplicated manner is what Hilary enjoys most about her role.