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.
Rosie is the NSW advice manager, who is charged with leading a team of financial advisers in the provision of holistic advice to valued clients of Perpetual. Rosie is a Certified Financial Planner who has been working in the financial services industry for 25 years. She is passionate about empowering women to be financially independent and taking control of their financial future.
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.
Greg Kynoch is a specialist medical senior adviser with six years’ experience in financial services. Greg commenced with Perpetual in 2014 where he has been delivering solutions to clients with complex situations.
Greg is a Certified Financial Planner® and has a Bachelor of Business, Graduate Diploma in Financial Planning and a Diploma in Finance & Mortgage Broking.
Prior to his time in Perpetual, Greg has worked in boutique advisory practices as a specialist risk advisor working with executives and medical professionals as well as a financial advisor providing tailored strategic advice to individuals.
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.
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.
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.
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.
Meghan is passionate about philanthropy and the potential it has to influence social change. Her role as manager – philanthropy and non-profit services enables her to work with philanthropists to achieve their charitable goals.
Meghan has over eight years’ experience in the philanthropic and not-for-profit sectors.
Hilary has over nine years’ experience providing financial advice. She holds a Masters of Applied Finance and has been part of the Perpetual Private QLD team for the past six years. Experiencing better outcomes for clients by delivering her knowledge in a friendly and uncomplicated manner is what she enjoys most about her role.