Senior Financial Adviser Perpetual Private
The Trust Company is a financial services company which specializes in funds management, investment products, financial advice, philanthropic services, asset management, managed funds, investment management.
Financial adviser for high net worth individuals and families. I advise my clients on protecting and growing their assets, drawing on over 30 years experience as a financial adviser and private client lawyer. Specialises in: - Advice to families and individuals receiving personal injury compensation payments, including financial management - Strategic and investment advice to high net worth individuals and families - Wealth protection - Philanthropy and philanthropic structures - Asset allocation and portfolio construction including direct Australian equities - Managed funds - Superannuation including Self Managed Super Funds and Small APRA Funds - Retirement planning - Inter-generational wealth advice
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