High net worth advice firm Perpetual Private today announced the appointment of Colin Lewis as Head of Strategic Advice.
Mr Lewis has 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. He will join Perpetual Private on Monday 17 August from ipac securities where he has spent the past 14 years as Head of Technical Services.
Mr Lewis will be responsible for leading the Strategic Advice team which delivers training and technical support to Perpetual Private’s team of nearly 50 advisers, continuously improving their technical competencies. This includes providing expert advice across tax, superannuation, insurance, succession planning, aged care, asset protection, estate planning and social security legislation, for the benefit of Perpetual Private’s advised clients.
Mr Lewis will also work closely with Perpetual Private’s network of alliance partners in the accounting and legal sectors, helping to develop their knowledge and understanding of the suite of strategic advice that Perpetual Private offers.
Perpetual Private’s General Manager of Advice Delivery, Marion Enander, said Mr Lewis’ appointment will further strengthen Perpetual’s delivery of quality advice to its client base.
“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,” Ms Enander said.
“The Strategic Advice team manages complex topics and Colin’s ability to simplify these in an engaging way will be a real advantage for our advisers, high net worth clients and alliance partners.
“Delivering high quality advice is a key differentiator for Perpetual Private and Colin’s arrival will further strengthen our advice delivery.”
Mr Lewis has specialised in technical advice since 1987, holding senior regulatory, consulting and technical roles in the financial services industry. He holds a Bachelor of Business (Accounting) from the University of Technology, Sydney and a Diploma of Superannuation Management from Macquarie University. He has been an SMSF specialist adviser for the SMSF Association since 2006 and is a founding member of the ASFA 300 (SMSFs) unit committee.
