Financial advisers
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
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Catriona Fay
National Manager, Philanthropy and Non-Profit Services, Perpetual
VictoriaCatriona 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 Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643.
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Daniel Gallacher
Senior Advisor
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.
Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643.
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Brad Gecelter
Partner
Melbourne-
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Bradley Gecelter is a Priority Life Partner and has been part of the Priority Life team for over 9 years. Throughout that time, he had grown to be a key contributor to our growth and success. Brad is kind and courteous and approaches his work with professionalism and integrity. His clients adore working with him due to his gentle approach and understanding of the most complex insurance issues. Brad has significant expertise in getting claims paid and has been instrumental in having some of the largest claims our firm has ever been involved in paid to our clients. In some cases, Brad has negotiated multi-million dollar claim payouts for policy holders who did not even know about their eligibility to claim. These kind of outcomes can be life changing for clients and are deeply rewarding for Brad.
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Phillip Hines
Partner, Private Clients NSW
New South Wales-
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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.Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643.
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Warren Skinner
Associate Partner, Private Clients NSW
New South Wales-
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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.Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643.
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Tom Threlfall
Investment Specialist, Perpetual Private
New South WalesTom 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.
Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643.
