Perpetual
Keegan O'Rourke, CFP, is a seasoned financial professional currently serving as a Senior Financial Adviser for Private Clients at Perpetual Limited since July 2023. Prior to this role, Keegan worked as a Senior Financial Adviser at MTIS Wealth Management and held multiple titles including Senior Advisor and Private Client Advisor at SW Accountants & Advisors from April 2016 to November 2022. Keegan's career began as an Associate Advisor at FMD Financial Pty Ltd from April 2011 to April 2016. Educational qualifications include a Master of Applied Finance and a Graduate Diploma of Financial Planning from Kaplan Professional, alongside a Bachelor of Commerce in Accounting and Economics from La Trobe University. Additional certifications include Ethics and Professionalism in Financial Advice, and several retail management qualifications from MEGT.
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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.