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Mark Smith — Chief Executive Officer, Perpetual Private · Perpetual · Greater Sydney Area.
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About
Perpetual Private is a diverse high net worth Advisory (22 billion), Funds Management (15 billion) and Accounting Group that specialises in providing advice, accounting and investment solutions to Australian High Net Worth professionals, Business Owners and Established Wealthy Families.
Our in house investment expertise across Australian equities, Targeted income generating alternative funds and Multi manager implemented portfolios sets the business apart from all other high net worth providers in Australia.
Over the past five years the business has successfully grown both Funds Under Advice and Funds Under Management through the acquisitions of Priority Life, Jacaranda Financial Planning as well as strong organic growth
Experience
Chief Executive Perpetual Wealth ManagementCurrent
Perpetual Limited · Australia
Nov 2022 – Present
General Manager Distribution & Insurance
BT
Apr 2011 – May 2012
Education
Skills
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