Perpetual
Elysse Lorenti CFP® is a Senior Financial Advisor at Perpetual Limited, with a focus on servicing high net worth (HNW) clients and seeking new client opportunities since November 2013. Previously, Elysse served as an Associate Adviser and a Paraplanner at Perpetual Limited, where responsibilities included managing client portfolios, developing financial plans, and preparing advice documents. Elysse began a career in financial services as a Client Services Manager at Ballinger's Financial Planning, overseeing a client base of over 100. Elysse holds multiple qualifications in financial planning, including a Certified Financial Planner Qualification, a Master of Financial Planning, and an Advanced Diploma of Financial Planning.
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Perpetual
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Perpetual Ltd is an Australia-based wealth manager operating in Australia and Singapore. The Company provides a range of financial products and services including asset management, financial advice and trustee services. Its segments include Perpetual Investments, Perpetual Private and Perpetual Corporate Trust. Perpetual Investments segment supplies investment products and services to retail, corporate, superannuation and institutional clients. Perpetual Private segment provides a range of wealth advice services to high net worth individuals, charities, not-for-profit and other philanthropic organizations. Perpetual Corporate Trust provides trustee and fiduciary services to institutional clients, including custodial, trustee responsible entity and other ancillary services to Managed Investment Funds in Australia and Singapore, as well as specialized trust management and accounting services to the debt capital markets and data services to the Australian securitization market.