Perpetual
Anindya Bhattacharjee is a seasoned financial professional with extensive experience in advisory roles across multiple firms. Currently serving as a Financial Adviser at Perpetual Limited since September 2021, Anindya previously held positions such as Associate Adviser at Lorica Partners and Associate at Woodbury, providing comprehensive client support and engagement. Anindya's career began as a Financial Planner at AGS Financial Group, focusing on educating clients about financial strategies for achieving their goals. Anindya has also worked as a Private Client Adviser and Client Service Representative at Spring Financial Group. Educational qualifications include a Bachelor of Commerce and a Bachelor of Science from UNSW, a Graduate Diploma of Financial Planning from Kaplan Professional, and certifications in investment management from the Investments and Wealth Institute and the Portfolio Construction Forum.
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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.