Perpetual Limited
Industry: Investment advice company
DescriptionPerpetual is an Australian investment and trustee group; providing investment products, financial advice, philanthropic and corporate service to individuals, families, financial advisers and organisations. Perpetual offers a broad range of investment, superannuation and retirement income products. CEO: Rob Adams (Oct 2018–) Headquarters: New South Wales, Australia Founded: 1886 Number of employees: Approximately 1200 (2013) Subsidiaries: Perpetual Private Clients,
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Perpetual Limited Employees
Employee
Years
Job
Industry
Molly Sawaya (née Nicholson) Molly Sawaya (née Nicholson)'s Perpetual Limited Experience March 2011 - December 2013
Job Vice President Human Resources at QBE Insurance
Industry Financial Services
Experience
QBE Insurance March 2015 - Present
The University of New South Wales January 2013 - Present
QBE Insurance January 2014 - February 2015
Perpetual Limited March 2011 - December 2013
National Australia Bank April 2010 - March 2011
NSW Department of Education and Communities January 2007 - March 2010
Education
University of Sydney 2008 — 2010
Masters of Applied Science (Psychology of Coaching)
University of Sydney 2002 — 2006
Bachelor of Arts (Psychology, Honours Class 1) / Bachelor of Education
New York University
New York University
New York University
QBE Insurance March 2015 - Present
The University of New South Wales January 2013 - Present
QBE Insurance January 2014 - February 2015
Perpetual Limited March 2011 - December 2013
National Australia Bank April 2010 - March 2011
NSW Department of Education and Communities January 2007 - March 2010
Education
University of Sydney 2008 — 2010
Masters of Applied Science (Psychology of Coaching)
University of Sydney 2002 — 2006
Bachelor of Arts (Psychology, Honours Class 1) / Bachelor of Education
New York University
New York University
New York University
Sam Bilbo Sam Bilbo's Perpetual Limited Experience May 2009 - August 2009
Job Branch Manager at Hancock Bank
Industry Banking
Experience
Hancock Bank June 2010 - Present
Perpetual Limited May 2009 - August 2009
Skills
Banking, Loans, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Credit Analysis, Microsoft Word, Outlook, PowerPoint, Credit, Financial Risk, Branch Banking, Consumer Lending, Credit Cards, Payments, Relationship Management
Education
University of Mississippi 2008 — 2010
B.B.A., Banking and Finance
Hancock Bank June 2010 - Present
Perpetual Limited May 2009 - August 2009
Skills
Banking, Loans, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Credit Analysis, Microsoft Word, Outlook, PowerPoint, Credit, Financial Risk, Branch Banking, Consumer Lending, Credit Cards, Payments, Relationship Management
Education
University of Mississippi 2008 — 2010
B.B.A., Banking and Finance
Kristen Ganshorn Kristen Ganshorn's Perpetual Limited Experience September 2009 - December 2009
Job Credit & Collections Analyst at Hydraulic Controls Inc
Industry Financial Services
Experience
Hydraulic Controls Inc January 2013 - Present
Appleby & Co January 2011 - December 2012
Perpetual Limited September 2009 - December 2009
Skills
Accounts Receivable, Accounts Payable, Credit, Accounting, Cash Management, Customer Service, Sales, Forecasting, Financial Analysis, Account Reconciliation, Microsoft Excel, Outlook, Cash Flow, Microsoft Word, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Business/Finance
Clovis East High School 2003 — 2006
High School Diploma
Hydraulic Controls Inc January 2013 - Present
Appleby & Co January 2011 - December 2012
Perpetual Limited September 2009 - December 2009
Skills
Accounts Receivable, Accounts Payable, Credit, Accounting, Cash Management, Customer Service, Sales, Forecasting, Financial Analysis, Account Reconciliation, Microsoft Excel, Outlook, Cash Flow, Microsoft Word, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Business/Finance
Clovis East High School 2003 — 2006
High School Diploma
Brendan Riebe Brendan Riebe's Perpetual Limited Experience May 2012 - July 2012
Job Associate Teacher at Beauvoir, The National Cathedral Elementary School
Industry Primary/Secondary Education
Experience
Beauvoir, The National Cathedral Elementary School August 2015 - Present
St. Stephen's & St. Agnes School August 2015 - Present
Perpetual Limited May 2012 - July 2012
Rockywold Deephaven Camps May 2010 - September 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Facebook, Economics, Teamwork, Leadership, Management
Education
Bates College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Beauvoir, The National Cathedral Elementary School August 2015 - Present
St. Stephen's & St. Agnes School August 2015 - Present
Perpetual Limited May 2012 - July 2012
Rockywold Deephaven Camps May 2010 - September 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Facebook, Economics, Teamwork, Leadership, Management
Education
Bates College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Cameron Rayner Cameron Rayner's Perpetual Limited Experience January 2012 - April 2012
Job Security Analyst at Rook Security
Industry Information Technology and Services
Experience
Rook Security March 2015 - Present
British Telecom April 2012 - November 2014
Perpetual Limited January 2012 - April 2012
Zetta Group November 2010 - December 2011
Skills
Security, ArcSight, Firewalls, SIEM, Information Security..., ISO 27001, Troubleshooting, Information Security, Network Security, Vulnerability Assessment, Security Audits, Checkpoint, IDS, Cisco Technologies, Bluecoat Proxies
Education
Edith Cowan University 2007 — 2011
Bachelor of Computer Science, Computer and Information Systems Security/Information Assurance
Rook Security March 2015 - Present
British Telecom April 2012 - November 2014
Perpetual Limited January 2012 - April 2012
Zetta Group November 2010 - December 2011
Skills
Security, ArcSight, Firewalls, SIEM, Information Security..., ISO 27001, Troubleshooting, Information Security, Network Security, Vulnerability Assessment, Security Audits, Checkpoint, IDS, Cisco Technologies, Bluecoat Proxies
Education
Edith Cowan University 2007 — 2011
Bachelor of Computer Science, Computer and Information Systems Security/Information Assurance
Aman Grewal Aman Grewal's Perpetual Limited Experience May 2013 - December 2013
Job Key Account Coordinator at SISU Vitamins
Industry Health, Wellness and Fitness
Experience
SISU Vitamins May 2014 - Present
Perpetual Limited May 2013 - December 2013
RBC August 2011 - May 2013
Skills
Relationship Management, Banking, Credit, Financial Services, Retail Banking, Mutual Funds, Customer Service, CRM, Wealth Management, Portfolio Management, Sales, Business Analysis, Investments, Formatting Documents, Microsoft Office, Marketing Strategy, Social Media, Advertising
Education
British Columbia Institute of Technology
Bachelor of Business Administration (BBA), Marketing
SISU Vitamins May 2014 - Present
Perpetual Limited May 2013 - December 2013
RBC August 2011 - May 2013
Skills
Relationship Management, Banking, Credit, Financial Services, Retail Banking, Mutual Funds, Customer Service, CRM, Wealth Management, Portfolio Management, Sales, Business Analysis, Investments, Formatting Documents, Microsoft Office, Marketing Strategy, Social Media, Advertising
Education
British Columbia Institute of Technology
Bachelor of Business Administration (BBA), Marketing
Aiden Jacks Aiden Jacks's Perpetual Limited Experience April 2010 - November 2013
Job Sales and Leasing Agent at JACKS Commercial Real Estate
Industry Commercial Real Estate
Experience
JACKS Commercial Real Estate July 2015 - Present
AXA Advisors 2015 - 2015
Perpetual Limited April 2010 - November 2013
Perpetual Limited September 2006 - April 2010
Education
California State University-Sacramento
Bachelor of Business Administration (BBA)
JACKS Commercial Real Estate July 2015 - Present
AXA Advisors 2015 - 2015
Perpetual Limited April 2010 - November 2013
Perpetual Limited September 2006 - April 2010
Education
California State University-Sacramento
Bachelor of Business Administration (BBA)
Chris Bourke Chris Bourke's Perpetual Limited Experience March 2006 - July 2007
Job AVP, Foreign Exchange at Mizuho Bank
Industry Financial Services
Experience
Mizuho Bank February 2014 - Present
Yelp October 2013 - January 2014
Commonwealth Bank of Australia January 2012 - December 2012
Commonwealth Bank of Australia August 2007 - December 2012
Perpetual Limited March 2006 - July 2007
Watson Wyatt Worldwide December 2002 - July 2004
Skills
FX trading, Bloomberg, Market Analysis, Technical Analysis, Analytical Skills, Foreign Exchange, FX Options, Investments, Currency, Options, Capital Markets, Hedge Funds, Financial Risk, Portfolio Management, Hedging, Banking, Emerging Markets, Risk Management, Wealth Management, Fixed Income, Derivatives, Swaps, Money Market, Proprietary Trading, Market Risk, Commodity, Interest Rate Risk..., Investment Banking, Market Making
Education
Macquarie University 2002 — 2006
Bachelor of Applied Finance
Mizuho Bank February 2014 - Present
Yelp October 2013 - January 2014
Commonwealth Bank of Australia January 2012 - December 2012
Commonwealth Bank of Australia August 2007 - December 2012
Perpetual Limited March 2006 - July 2007
Watson Wyatt Worldwide December 2002 - July 2004
Skills
FX trading, Bloomberg, Market Analysis, Technical Analysis, Analytical Skills, Foreign Exchange, FX Options, Investments, Currency, Options, Capital Markets, Hedge Funds, Financial Risk, Portfolio Management, Hedging, Banking, Emerging Markets, Risk Management, Wealth Management, Fixed Income, Derivatives, Swaps, Money Market, Proprietary Trading, Market Risk, Commodity, Interest Rate Risk..., Investment Banking, Market Making
Education
Macquarie University 2002 — 2006
Bachelor of Applied Finance
Matthew Wheatley Matthew Wheatley's Perpetual Limited Experience August 2006 - November 2006
Job Senior Software Development Manager at Oracle
Industry Information Technology and Services
Experience
Oracle February 2013 - Present
Oracle January 2012 - February 2013
Oracle February 2009 - January 2012
Haley November 2006 - February 2009
Perpetual Limited August 2006 - November 2006
RuleBurst May 2005 - August 2006
Skills
Software Development, Software Engineering, Enterprise Software, Agile Methodologies, Java Enterprise Edition, Enterprise Architecture, Java, SOA, Web Services, Software Project..., Solution Architecture, Cloud Computing, Oracle, XML, Scrum, Agile Project Management, Javascript, jQuery, HTML5, CSS3, SDLC, Mobile Applications, SaaS, Mobile Devices, JavaScript, CSS
Education
Macquarie University 2002 — 2004
Bachelor of Information Technology, 3.708 / 4.0 GPA
Oracle February 2013 - Present
Oracle January 2012 - February 2013
Oracle February 2009 - January 2012
Haley November 2006 - February 2009
Perpetual Limited August 2006 - November 2006
RuleBurst May 2005 - August 2006
Skills
Software Development, Software Engineering, Enterprise Software, Agile Methodologies, Java Enterprise Edition, Enterprise Architecture, Java, SOA, Web Services, Software Project..., Solution Architecture, Cloud Computing, Oracle, XML, Scrum, Agile Project Management, Javascript, jQuery, HTML5, CSS3, SDLC, Mobile Applications, SaaS, Mobile Devices, JavaScript, CSS
Education
Macquarie University 2002 — 2004
Bachelor of Information Technology, 3.708 / 4.0 GPA
Raitul Rabith's Perpetual Limited Experience November 2010 - December 2010
Job Grant Accountant at Sunnybrook Health Sciences Centre
Industry Financial Services
Experience
LightCastle Partners May 2014 - October 2014
One Degree Initiative Foundation August 2013 - April 2014
Citibank May 2012 - August 2013
Prime Bank Ltd. March 2012 - May 2012
Australian National University January 2011 - December 2011
Perpetual Limited November 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Analysis, Accounting, Auditing, Data Analysis, Corporate Finance, Microsoft Office, Teamwork, Strategic Planning, Financial Accounting, Finance, Management Accounting, Financial Consultancy, Entrepreneurship..., Financial Advisory, Management, Microsoft Excel
Education
The Australian National University 2009 — 2011
Bachelor of Commerce, Accounting and Finance
Mastermind English Medium School 2006 — 2008
A-levels, Maths, Accounting & Economics
LightCastle Partners May 2014 - October 2014
One Degree Initiative Foundation August 2013 - April 2014
Citibank May 2012 - August 2013
Prime Bank Ltd. March 2012 - May 2012
Australian National University January 2011 - December 2011
Perpetual Limited November 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Analysis, Accounting, Auditing, Data Analysis, Corporate Finance, Microsoft Office, Teamwork, Strategic Planning, Financial Accounting, Finance, Management Accounting, Financial Consultancy, Entrepreneurship..., Financial Advisory, Management, Microsoft Excel
Education
The Australian National University 2009 — 2011
Bachelor of Commerce, Accounting and Finance
Mastermind English Medium School 2006 — 2008
A-levels, Maths, Accounting & Economics
Darren Laurien's Perpetual Limited Experience 1999 - 2000
Job Sr. Solutions Architect | Business Analyst at Advent Software
Industry Financial Services
Experience
Advent Software January 2011 - Present
Advent Software January 2007 - January 2011
Advent Software November 2004 - January 2007
Goldman Sachs January 2004 - October 2004
Headstart Advisers 2002 - 2003
Bell Potter Securities 2000 - 2002
Perpetual Limited 1999 - 2000
Skills
Enterprise Software, Consulting, Professional Services, Fixed Income, Portfolio Management, SQL, Equities, Derivatives, Asset Management, Business Analysis, Project Management, Finance, Trading Systems, Financial Services, Risk Management, Hedge Funds, Bloomberg, Mutual Funds, Financial Markets, Alternative Investments, SaaS, Salesforce.com, Electronic Trading, Order Management, Trading, Capital Markets, Back Office, Market Data, Securities, Software Project..., Options, Requirements Analysis, Investment Banking, Investments, CRM, Business Intelligence, FX Options, Product Management, Cloud Computing
Education
City University of New York-Baruch College 2013 — 2014
Master's Degree, Finance, General
Swinburne University of Technology 1997 — 2001
Bachelor's Degree, Finance, General
Advent Software January 2011 - Present
Advent Software January 2007 - January 2011
Advent Software November 2004 - January 2007
Goldman Sachs January 2004 - October 2004
Headstart Advisers 2002 - 2003
Bell Potter Securities 2000 - 2002
Perpetual Limited 1999 - 2000
Skills
Enterprise Software, Consulting, Professional Services, Fixed Income, Portfolio Management, SQL, Equities, Derivatives, Asset Management, Business Analysis, Project Management, Finance, Trading Systems, Financial Services, Risk Management, Hedge Funds, Bloomberg, Mutual Funds, Financial Markets, Alternative Investments, SaaS, Salesforce.com, Electronic Trading, Order Management, Trading, Capital Markets, Back Office, Market Data, Securities, Software Project..., Options, Requirements Analysis, Investment Banking, Investments, CRM, Business Intelligence, FX Options, Product Management, Cloud Computing
Education
City University of New York-Baruch College 2013 — 2014
Master's Degree, Finance, General
Swinburne University of Technology 1997 — 2001
Bachelor's Degree, Finance, General
Judy Tan's Perpetual Limited Experience April 2008 - March 2010
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
AMP Capital Investors May 2011 - September 2013
JP Morgan Chase March 2010 - May 2011
Perpetual Limited April 2008 - March 2010
Perpetual Limited September 2005 - March 2008
Skills
Finance, Cash Flow, Cash Management, Account Reconciliation, Investments, Variance Analysis, Financial Statements, Consolidation, US GAAP, Securities, Management Accounting, Cash Flow Forecasting, Investment Management, Treasury, Income Tax, Management
Education
CPA Australia 2007 — 2009
Qualified
Macquarie University 2005 — 2006
Master's Degree, Accounting and Finance
Macquarie University 2002 — 2005
Bachelor's Degree, Accounting
University of California, Los Angeles
Finance Certificate, Accounting and Finance
J.P. Morgan May 2014 - Present
AMP Capital Investors May 2011 - September 2013
JP Morgan Chase March 2010 - May 2011
Perpetual Limited April 2008 - March 2010
Perpetual Limited September 2005 - March 2008
Skills
Finance, Cash Flow, Cash Management, Account Reconciliation, Investments, Variance Analysis, Financial Statements, Consolidation, US GAAP, Securities, Management Accounting, Cash Flow Forecasting, Investment Management, Treasury, Income Tax, Management
Education
CPA Australia 2007 — 2009
Qualified
Macquarie University 2005 — 2006
Master's Degree, Accounting and Finance
Macquarie University 2002 — 2005
Bachelor's Degree, Accounting
University of California, Los Angeles
Finance Certificate, Accounting and Finance
Shaun Prasad's Perpetual Limited Experience October 2006 - January 2007
Job Officer (NAV Manager) at International Fund Services Ltd, A State Street Company
Industry Financial Services
Experience
International Fund Services Ltd, A State Street Company October 2010 - Present
International Fund Services Ltd, A State Street Company August 2008 - October 2010
State Street Alternative Investment Solutions March 2007 - August 2008
Perpetual Limited October 2006 - January 2007
State Street Canada September 2005 - June 2006
State Street Canada October 2004 - August 2005
Digital Mobile January 2003 - September 2004
Skills
Settlement, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Fund Accounting, Bloomberg, Financial Modeling, Equities, Investments, Valuation, Asset Managment, Microsoft Excel, Financial Services, Portfolio Management, Fund Administration, Alternative Investments, Risk Management, Securities, Mutual Funds, Fund Of Funds, Asset Management, Derivatives, Fixed Income, Private Equity, Financial Statements, Due Diligence, Client Services
Education
Certified Management Accountant 2011 — 2013
CMA, Accounting
Ryerson University 1997 — 2002
BComm, Business
International Fund Services Ltd, A State Street Company October 2010 - Present
International Fund Services Ltd, A State Street Company August 2008 - October 2010
State Street Alternative Investment Solutions March 2007 - August 2008
Perpetual Limited October 2006 - January 2007
State Street Canada September 2005 - June 2006
State Street Canada October 2004 - August 2005
Digital Mobile January 2003 - September 2004
Skills
Settlement, Financial Analysis, Hedge Funds, Financial Reporting, Accounting, Fund Accounting, Bloomberg, Financial Modeling, Equities, Investments, Valuation, Asset Managment, Microsoft Excel, Financial Services, Portfolio Management, Fund Administration, Alternative Investments, Risk Management, Securities, Mutual Funds, Fund Of Funds, Asset Management, Derivatives, Fixed Income, Private Equity, Financial Statements, Due Diligence, Client Services
Education
Certified Management Accountant 2011 — 2013
CMA, Accounting
Ryerson University 1997 — 2002
BComm, Business
Sheryar Lakhani's Perpetual Limited Experience May 2009 - August 2009
Job Analyst at Intercontinental Exchange
Industry Financial Services
Experience
Intercontinental Exchange June 2015 - Present
Fifth Third Securities June 2011 - May 2015
The Walt Disney Company January 2011 - June 2011
Perpetual Limited May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Alternative Investments, Valuation, Series 63, Corporate Finance, Securities, Asset Management, Asset Allocation, Derivatives, Banking, Series 7, SNL, Urdu, Hindi, ThomsonOne, Microsoft Excel, Microsoft Office
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Economics
University of Florida 2006 — 2010
Master of Arts (MA), International Business
Intercontinental Exchange June 2015 - Present
Fifth Third Securities June 2011 - May 2015
The Walt Disney Company January 2011 - June 2011
Perpetual Limited May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Alternative Investments, Valuation, Series 63, Corporate Finance, Securities, Asset Management, Asset Allocation, Derivatives, Banking, Series 7, SNL, Urdu, Hindi, ThomsonOne, Microsoft Excel, Microsoft Office
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Economics
University of Florida 2006 — 2010
Master of Arts (MA), International Business
Financial Engines
Prime Financial Group