Catherine Chivers Senior Manager, Strategic Advice, Perpetual Limited (at time of writing) Catherine Chivers is the national lead for Perpetual Private's strategic advice capability. She briefs the Perpetual Limited/Perpetual Private executive leadership team plus Perpetual Private advice team members on relevant strategic advice and government policy matters. She holds a bachelor of economics, a graduate diploma in financial planning and a master of financial planning. She is also a certified financial planner, a SMSF specialist adviser with the SMSF Association and a fellow of the Financial Services Institute of Australasia (FINSIA).
CATHERINE CHIVERS | FRIDAY, 14 AUG 2020 Inheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic advise Catherine Chivers addresses some of the biggest questions when it comes to inheriting property. ... Read more PAGE: 1 |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.