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Perpetual Limited

Perpetual Limited
Angel Place, Level 18
123 Pitt Street
SYDNEY
Australia
Phone: 61 2 92299000
Fax: 61-28-2561461
www.perpetual.com.au

No. employees: 891
Turnover: 386.94 (US$m)
Financial year end: June

Company Overview

Top Competitors


Key Employees

Geoff Lloyd

Chief Executive Officer, Managing Director, Director, Executive Board

Tony D’Aloisio

Chairman, Executive Board

Philip Bullock

Director, Non Executive Board

Sylvia Falzon

Director, Non Executive Board

P Craig Ueland

Director, Non Executive Board

Nancy Fox

Director, Non Executive Board

Ian Hammond

Director, Non Executive Board

Chris Green

Group Executive, Corporate Trust, Senior Management

Glenda Charles

Company Secretary , Senior Management

Gillian Larkins

Chief Financial Officer, Senior Management

Rebecca Nash

Group Executive - People and Culture, Senior Management

Mark Smith

Group Executive - Perpetual Private, Senior Management

Amanda Gillespie

General Manager - Client Solutions and Strategy, Senior Management

Kylie Smith

Group Executive-Marketing, Senior Management

Eleanor Padman

Company secretary, Senior Management

David Lane

Group Executive- Perpetual Investments, Senior Management

Locations/Subsidiaries


Angel Place, Level 18 ,
123 Pitt Street ,
SYDNEY,
New South Wales,
Australia
Phone: 61 2 92299000
Fax: 61 2 8256 1461

Level 35, Rialto South Tower,
525 Collins Street ,
Melbourne ,
Victoria,
Australia
Phone: 61 3 86280400
Fax: 61 3 86224905

Level 29 Exchange Plaza,
2 The Esplanade ,
Perth ,
Western Australia,
Australia
Phone: 61 8 92244400
Fax: 61 8 93258144

Level 6,
10 Rudd Street,
Canberra,
Australia
Phone: 61 2 62436555
Fax: 61 2 62476816

Central Plaza 1,
Level 15, 345 Queen Street,
Brisbane,
Queensland,
Australia
Phone: 61 7 38345656
Fax: 61 7 38345663

Level 11,
101 Grenfell Street,
Adelaide ,
South Australia,
Australia
Phone: 61 8 84185656
Fax: 61 8 84185699

Australian Trustees Limited

Australia

Fordham Business Advisors Pty Ltd

Level 35,
South Tower, Rialto Towers,
Melbourne,
Victoria,
Australia
Phone: 61 3 96116611
Fax: 61 3 96116666

Perpetual Australia Pty Limited

Australia

Perpetual Capital Accumulation Portfolio

Australia

Perpetual Corporate Trust

Level 18 Angel Place,
123 Pitt Street,
Sydney,
New South Wales,
Australia
Phone: 61 2 92299000
Fax: 61 2 82561427

Perpetual Exact Market Cash Fund

Australia

Perpetual Exact Market Cash Fund No. 2

Australia

Perpetual Global Innovation Share Fund

Australia

Perpetual Global Opportunities Share Fund

Australia

Perpetual Investment Management Limited

123 Pitt St L 18,
Sydney,
New South Wales,
Australia
Phone: 61 3 97267400

Perpetual Legal Services Pty Limited

Australia

Perpetual Loan Company Limited

Australia

Perpetual Mortgage Services Pty Limited

Australia

Perpetual Nominees Limited

Australia

Perpetual Superannuation Limited

Australia

Perpetual Tax and Accounting Pty Ltd

Australia

Perpetual Trust Services Limited

Australia

Perpetual Trustee Company (Canberra) Limited

Australia

Perpetual Trustee Company Limited

Australia

Perpetual Trustees Queensland Limited

Australia

Products/Services


Products:

  • Investment Funds
  • Superannuation Funds
  • Retirement Funds

Services:

  • Wealth Management Services to the Perpetual Private Clients
  • Personal Wealth Management:
  • Investment Advice
  • Wealth Accumulation and Gearing
  • Investment Administration
  • Superannuation
  • Tax-effective Investing
  • Retirement Planning
  • Redundancy Advice
  • Insurance Advice
  • Managing Compensation Trusts
  • Small Business Advice
  • Capital Gains Tax Management
  • Expatriate Services
  • Advice and Services for Estates & Trusts:
  • Wills and Estate Planning
  • Estate Administration
  • Executorial Services
  • Trust Services
  • Perpetual Philanthropic Solutions
  • Perpetual Trustee Service
  • The Perpetual Portfolio Administration Service