Partners and specialists

Partners and specialists

At Perpetual, our expectation of our people is that everyone is a leader. We empower our people to act like business owners and deliver results.

At Perpetual we value diversity, bring the best out of our people by working flexibly and enjoy working for a company that has been trusted by clients for more than 135 years. We pride ourselves on our long-standing client relationships, some of which span five generations. 

Perpetual’s core values of excellence, integrity and partnership extend across the breadth of our organisation. We focus on collaborating, challenging and sharing insights for the benefit of our clients.

We never lose sight of the role we play in protecting and growing our clients’ wealth.

Partners and specialists

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Rachelle Arranz
Senior Financial Adviser, ACT
Cameron Baker
Trustee Services State Manager – H&PI NSW
Drew Bourgeois
Senior Philanthropy Services Manager
Rachelle Arranz
Rachelle-Arranz.jpg

Rachelle Arranz

Senior Financial Adviser, ACT
Bio

Rachelle is a Senior Financial Adviser in Perpetual’s Canberra office and has over 25 years’ experience in the financial services industry, with over 15 years of this at Perpetual.

She provides holistic, tailored advice in retirement planning, superannuation, investments, asset allocation, portfolio construction, estate planning and charitable planning and philanthropy to assist clients in achieving their financial goals and objectives. As an Accredited Aged Care ProfessionalTM, Rachelle assists new and existing clients navigate the complex aged care system with empathy, understanding and clarity.  

Rachelle is passionate about building trust and long term relationships.  She is focussed on providing exceptional service for her clients and their families and particularly enjoys educating her clients and empowering them with the knowledge and resources to make better financial decisions that align with their values and achieve their goals. 

Having access to Perpetual’s broad range of services and experts allows Rachelle to connect clients to other parts of the Perpetual business including Philanthropic Services, Estates and Trusts, risk advice, tax, accounting and business services and the Not for Profit team.

Rachelle holds a Bachelor of Science, Diploma in Financial Markets, Master of Financial Planning and is a Certified Financial Planner (CFP®).

Cameron Baker

Cameron Baker

Trustee Services State Manager – H&PI NSW
Bio

Cameron is the Manager Of Perpetual's NSW Health and Personal Injury business. In this role, Cameron is responsible for the management of the NSW Health and Personal Injury team and is the escalation point for any complex client enquiries. 

Cameron was previously the Senior Manager of Perpetual's Legal team and brings years of experience in advising Trustees and Financial Managers on their roles and duties in all aspects of administration. 

A 'client first' attitude and pragmatic approach to decision making ensures Cameron delivers optimum outcomes for clients and families accessing the Health and Personal Injury service. 

Qualifications and professional affiliations: 

  • Masters of Applied Law 
  • Bachelor of Law 
  • Bachelor of Communications (Journalism) 
  • Member Of the Australian Institute Of Company Directors 
  • Full Member of the Society of Trust and Estates Practitioners (STEP)
Drew Bourgeois

Drew Bourgeois

Senior Philanthropy Services Manager
Bio

Drew is an experienced philanthropy and not-for-profit specialist.

Drew joined Perpetual in 2023 as the Senior Manager in the NSW-based Philanthropy and Not-Profit Services team.

Drew has an extensive background as a fundraiser across the arts sector. Most recently, Drew was Head of Development at Sydney Writers’ Festival, where he led a team that significantly grew revenue in philanthropy, corporate sponsorship and government streams. In previous roles, Drew worked in fundraising and finance roles at the Australian Museum, Carriageworks and the Australia Council for the Arts. Drew serves on the board of not-for-profit music organisation, Sydney Improvised Music Association. He has extensive experience in fundraising strategy, major donor stewardship, corporate sponsorship deal-making and mass-giving campaigns.

Drew holds a Bachelor of Arts (Dean’s Scholar) from University of Wollongong and a Bachelor of Arts (Honors) from University of Sydney.

Leadership team

Chemere Brown
Lead Partner VIC, Perpetual Private
Tania Cecconi
Lead Partner WA, Perpetual Private
Chemere Brown

Chemere Brown

Lead Partner VIC, Perpetual Private
Bio

Chemere joined Perpetual as the Lead Partner for Private Clients in Victoria in July 2022.

Chemere takes primary carriage of leading teams that specialise in advice to HNW individuals, professional women, business owners, trustees, communities and Not for Profits.

The Private client advice team provide tailored investment and strategic advice across advisory and discretionary portfolios as well as exclusive offerings to our wholesale clients.

Alongside her day to day role, Chemere chairs the Perpetual Private Client Council, and the Empowering Women in Finance edge group, and leads several key projects across the group.

Prior to this role, Chemere was the Head of Advice for MLC Advice, whilst also holding roles across NAB, IOOF and small boutique financial planning firms, spanning the last twenty years.

Outside of Perpetual, Chemere exudes a pay it forward attitude, and gives back by mentoring aspiring and current financial advisors , contributing to advisory panels,  and advocates for children with disability via her board role with a disability organisation.

Chemere is a graduate of the Australian Institute of Company Directors, and also holds a Masters of Applied Finance, and is a SMSF Specialist Advisor.

Chemere is an active member of the FAAA and the SMSF Association of Australia.

Tania Cecconi

Tania Cecconi

Lead Partner WA, Perpetual Private
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