Roxanne Gorman

Roxanne is an experienced and highly qualified wealth management professional having held various leadership and adviser roles within Private Banking and Private Client segments over the past 20 years. As a Partner within Perpetual Private Clients Roxanne leads teams of Senior Financial Advisers and Associate Advisors across NSW and the ACT - providing exceptional service and holistic advice to retail and wholesale clients. Roxanne also manages a select number of high net worth client relationships ensuring objectives are consistently met. Roxanne works with clients to bring clarity, direction and discipline to their financial and investment affairs. As a leader and financial adviser Roxanne is focussed on developing strong client relationships with a particular interest in Family Wealth taking into account investment strategies and market conditions. Roxanne has a Bachelor of Arts (Economics), Master of Financial Planning and a MBA. Roxanne is also a CFP member of the FPA and has completed all FASEA requirements.