Teams at Perpetual

Partner with advisers to prepare high-quality Statements of Advice and Records of Advice, perform financial modelling and cash flow analysis, meet productivity and quality targets, support risk and compliance, and identify process improvements to deliver tailored investment and advice strategies for clients.

Support month-end accounting and reporting, prepare general ledger and balance sheet reconciliations, administer trust accounts to APES 310 standards, assist management reporting, handle accounts payable queries, and contribute to finance process, systems and control improvements.

Lead and grow Priority Life's risk advice business by managing advisers, protecting and expanding the insurance book, overseeing underwriting and claims, building referral and client relationships, and supporting strategic decisions and operations.