Malissa is a Partner at Perpetual Private, specialising in catering exclusively to high net worth clients, providing comprehensive resources to tackle the intricate and diverse challenges associated with managing substantial wealth. Historically, Malissa has offered services to entrepreneurs, executives, professionals, and individuals with significant net worth.
Malissa has 23 years’ experience in providing holistic financial advice. She started her career in financial planning at National Australian Bank where she provided retail advice to the Bank’s customers. She then joined The Commonwealth Bank in 2003 working primarily in The Commonwealth Private Bank where she specialised in providing holistic and tailored advice to executive and high net worth clients with complex wealth management and financial needs.
In her capacity at Perpetual, Malissa is dedicated to serve as the trusted advisor for her clients, cultivating honest and meaningful relationships while delivering an exceptional level of service to help them achieve their goals and objectives.
Malissa achieves this by implementing customised strategies tailored to meet each client's specific objectives, leveraging specialist teams within Perpetual. These teams encompass areas such as investment strategy and research, portfolio construction, trustee services, philanthropy, and tax accounting and advisory.
Malissa holds a Bachelor of Business (BBUS), a Diploma of Financial Planning (DFP) and is a Certified Financial Planner (CFP).
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