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Perpetual Private appoints ipac securities exec

Perpetual Private appoints ipac securities exec

Taylee Lewis

The former ipac securities executive will join Perpetual Private next month as head of strategic advice.

Colin Lewis will head Perpetual Private’s strategic advice team, which delivers training and support to the firm’s advisers.

Perpetual Private general manager of advice delivery, Marion Enander, said Mr Lewis’ appointment will strengthen the firm’s advice delivery. 

“As a strong, technical expert, he will play an important role in Perpetual’s 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,” she said. 

Mr Lewis has a background in implementing strategies for high net worth investors, with over 20 years’ experience in financial services. 

 

Perpetual Private appoints ipac securities exec
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