Mark Heffernan

As a Partner at Perpetual Private, Mark takes great pride in the trust bestowed upon him by his clients' families, entrusting him with the management of their financial needs. His measure of success lies in witnessing the diverse objectives of his clients' families being fulfilled through meticulously crafted financial plans, ensuring the enduring passage of their legacy through generations. Mark specialises in catering to the intricate and multifaceted financial requirements of his ultra-high net worth clients and family offices. With over two decades of industry experience, he delivers sophisticated strategic and investment advice, honed through years of practical expertise. Joining Perpetual Private in early 2020, Mark assumes a leadership role, co-leading a team of Senior Financial Advisers and Associates. Together, they provide exceptional service and holistic advice to their specialised clients and family groups. Mark's professional journey commenced with the Commonwealth Bank, where he served at Colonial First State and CommSec Advisory. In 2014, he transitioned to Commonwealth Private. His exemplary service and unwavering dedication to clients were acknowledged when he was honoured with the National Private Wealth Manager of the Year award in 2016. Mark holds a Master of Applied Finance (MAppFin) from Macquarie University along with a Bachelor of Commerce Degree (BCom) and a Diploma of Financial Planning (DFP).