Perpetual appoints Head of Strategic Advice


Perpetual Private has appointed a new Head of Strategic Advice.
The company announced today that it had appointed ipac securities head of technical services, Colin Lewis to the role.
Perpetual private general manager of Advice Delivery, Marion Enander would be working colosely with the company's network of alliance partners in the accounting and legal sectors.
"Mr Lewis' appointment will further strengthen Perpetual's delivery of quality advice to its client base," she said. "Colin is well-regarded in the industry and has extensive experience in delivering strategic advice."
"As a strong, technical expert, he will play an important role in Perpetual's ongoing delivery of advice excellence by our advisers and the alliance partners we work with."
The announcement said Lewis had a strong track record of delivering and implementing strategies for high net worth investors having had more than 20 years' experience in the financial services industry and would be joining Perpetual Private from ipac securities.
Recommended for you
Net cash flow on AMP’s platforms saw a substantial jump in the last quarter to $740 million, while its new digital advice offering boosted flows to superannuation and investment.
Insignia Financial has provided an update on the status of its private equity bidders as an initial six-week due diligence period comes to an end.
A judge has detailed how individuals lent as much as $1.1 million each to former financial adviser Anthony Del Vecchio, only learning when they contacted his employer that nothing had ever been invested.
Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions in financial advice.