Perpetual / Fordham
  • Accountancy & advisory
  • Banking & financial services
  • Consulting

Perpetual –  who are we?

Perpetual is an ASX-listed, diversified financial services company with a rich history dating back to 1886.  We are one of Australia’s largest wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.

Perpetual became one of Australia’s leading financial institutions by putting our clients first and investing in our people for over 130 years.  That combination makes Perpetual a great place to work – a place where you can grow, thrive and make a difference in people's lives.

Perpetual Investments

Award-Winning Asset Management

Perpetual Investments is one of Australia’s most highly regarded and awarded investment...

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Perpetual –  who are we?

Perpetual is an ASX-listed, diversified financial services company with a rich history dating back to 1886.  We are one of Australia’s largest wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.

Perpetual became one of Australia’s leading financial institutions by putting our clients first and investing in our people for over 130 years.  That combination makes Perpetual a great place to work – a place where you can grow, thrive and make a difference in people's lives.

Perpetual Investments

Award-Winning Asset Management

Perpetual Investments is one of Australia’s most highly regarded and awarded investment managers, providing a broad range of investment strategies and products to individuals, advisers and institutions. We manage money across a range of asset classes including Australian and global equities, multi-sector strategies, as well as credit and fixed income.

Our disciplined investment process has been tested and proven for more than 50 years. We actively manage investments based on fundamental research and analysis of quality, value and risk. Our aim is to choose the best quality investments at prices that represent good value based on their potential risk and return.

To further strengthen our investment process, we constantly invest in the quality and depth of our investment team. Today we have one of the most experienced and highly regarded investment teams in Australia.

Perpetual Private

Personal Wealth Advisory and Trustee Services

Perpetual Private provides tailored, holistic financial advice and solutions for successful individuals, families and community-based organisations.

Perpetual Private’s hallmark is the breadth of services available to clients as we seek to meet their often-complex needs at various life stages, and often across generations. Our advisers provide strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.

As one of Australia’s largest managers of philanthropic funds, we manage approximately 1,000 charitable trusts and endowment funds, which support medical, social, environmental, religious, cultural and educational causes.

The unique combination of professional trustee management experience, fiduciary heritage and investment management capability has seen Perpetual Private become a key partner in the prudent and effective management of Native Title trusts, a new and growing part of our business.

One of Perpetual Private’s strengths is our expertise in protecting and growing wealth over the very long term – reflected in the fact that many of our advisers have client relationships spanning generations of the same family. 

Fordham

Fordham is a specialist part of Perpetual Private, focusing on private businesses, established wealthy, NFP’s and large corporate trusts. Fordham is one of the fastest growing chartered accounting firms in Australia, helping our clients with specialist accounting advice which has earnt us the title of trusted advisor.  

As Fordham is a specialist part of Perpetual, you will also have access to a widely recognised and well-respected financial services organization to ensure we take the best of Perpetual and Fordham to our clients.

Perpetual Corporate Trust

Corporate Fiduciary Services

Perpetual Corporate Trust is the leading provider of corporate trustee services to the funds management sector and debt capital markets in Australia. In debt capital markets our clients include banks, large financial institutions, non-bank lenders and loan originators.

We have been part of the Australian securitisation industry since its inception in the 1980s and play a leading role in helping the industry manage regulatory and technological change. Perpetual Corporate Trust’s data services are the crucial link between issuers, the Reserve Bank of Australia and the investment community. Through our ABS Perpetual Business Intelligence platform, we harvest insights from 15 years of data across millions of mortgage records to underpin the risk, finance and strategy decisions of Australia’s financial institutions.

The acquisition of The Trust Company in late 2013 has cemented Perpetual Corporate Trust’s position as the leading provider of fiduciary solutions to the funds management sector, and we service a broad range of clients across multiple asset classes including property, infrastructure, equities, fixed income and alternatives.

Having expanded our service offering and geographical footprint, Perpetual is now the only trustee with licences to provide corporate trustee services in Australia and Singapore.

Our extensive knowledge of financial markets, our trustee heritage and the expertise and experience of our team allow us to be the trusted partner of some of the world’s largest financial institutions.

Why Join Us?

Our workplace philosophy at Perpetual and Fordham is about investing in people, collaborating with peers, putting clients first, and offering an environment where diversity of thought is encouraged. 

Great people, meaningful work

Our culture is underpinned by our three core values.

  • Excellence – delivering exceptional outcomes
  • Integrity – doing what’s right
  • Partnership – succeeding together

About our Graduate Program – Perpetual / Fordham

Working at Perpetual and Fordham, you’ll partner with great people and do work that matters because everything we do is underpinned by our core values: excellence, integrity and partnership.

The Perpetual/ Fordham Graduate Program is an essential component in building our pipeline of talent and will support you to grow your skills to deliver exceptional outcomes in an environment of high performance and integrity. You will be provided with career development and the support you need every step of the way.

To be eligible for the Perpetual and Fordham Program, we require you to meet the below criteria. You must:

  • Be an Australian or New Zealand Citizen or an Australian Permanent Resident at the time of submitting this application
  • Have completed your undergraduate or postgraduate degree within the last three years of the program start date (ie 2017, 2018, 2019 or January)
  • Be eligible to commence in February 2020
  • Be willing to relocate to the location of the role you are applying to
  • Have a credit or above GPA
  • Be eligible or become eligible to undertake your CA if applying to the Fordham Accounting Business 

There are minor differences in duration between the program we run at Perpetual and Fordham.

Perpetual Program (18 -months)

As a Perpetual Graduate, you will complete rotations in real roles doing meaningful work across all core business units: Perpetual Investments, Perpetual Private, Perpetual Corporate Trust, Risk and Legal and Corporate Services. Over the eighteen months, you’ll complete three rotations of six months’ duration across different teams. We’ll discuss your preferences with you during the recruitment process.

Fordham Program (12- months)

As a Fordham Graduate Accountant, you will be exposed to a variety of work and involved in our client’s business journey from start to finish. You will experience our business services environment and help to achieve meaningful results for our clients. Fordham will also support you through the Chartered Accountants Program with training, workshops and study leave, plus we reward you on completion of the program with a $5,000 salary increase.

Dedicated Development

In the Perpetual and Fordham Graduate Program, your development is important to us. 

Your journey with Perpetual/Fordham begins through your recruitment process where we build a strong insight of your respective strengths and potential areas for development. We subsequently use this information to build a blended learning approach that includes customised face-to-face workshops, online learning, and access to leaders. Your development program is designed to set you up for future success and high performance in our organisation.

In designing your learning journey, we take consideration to the skills you need to perform at the appropriate stage in your graduate program. For example, on joining Pereptual/Fordham our focus will be helping you transition into the workplace. As you progress through the program we may cover areas including understanding your-self and performing in diverse teams, influencing others, building resilience and developing leadership capability. This compliments any formal technical training that you may complete as part of your specific role.

Your tailored learning journey will allow you to network and build strong relationships, not only with your own graduate cohort but with key stakeholders in our business. You will have access to an online learning platform (Grad Passport) and additional development opportunities that will provide you with the exposure to expand your knowledge in order for you to drive in your career.

As a Graduate, you will have exposure to different business’s and clients where you will gain a depth of experience in our organisation, access to leaders in our business, and a structured support community of buddies and mentors.

Fordham’s Vacationer Program

The Fordham Vacationer Program is an essential component in gaining valuable working experience while finishing your studies. Great careers can be defined by where they started and we at Fordham believe we offer an exciting opportunity to be part of a growing business.

Our six-week Vacationer Program will provide you with the opportunity to gain valuable work experience in the accounting field.

From day one, you will experience the drive and dedication for excellence we provide to our clients and be supported by committed professionals who will help guide and mentor you. You won’t be just filing during the Vacationer Program! You will be involved in real life assignments such as meeting clients, interacting with Fordham Partners and be involved in technical and professional skills training.

You will also have the opportunity to attend our end of year social events during the lead up to Christmas. This is an opportunity to experience what life is like at Fordham with the potential to kick start your accounting career with us.

To be eligible for the Fordham Vacationer Program, we require you to meet the below criteria. You must:

  • Be an Australian or New Zealand Citizen or an Australian Permanent Resident at the time of submitting this application
  • Be available to commence the six-week program in late November 2019.
  • Have a credit or above GPA
  • Have undertaken studies aligned to becoming a CA in the future.
  • Be In the penultimate year of your degree

Our Benefits

When it comes to employee benefits, we have everything you’d expect, and more.  Our benefits suite covers health, wealth and lifestyle benefits such as our award-winning flexibility program, superior employer superannuation contributions, opportunities for extra paid leave, shopping discounts, free financial health checks, discounts on insurance and wealth products and much more.

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Reviews by Perpetual / Fordham graduate employees

  • starstarstarstarstar
    4.1 out of 5
    GradAustralia surveyed 6 graduates working at Perpetual / Fordham. Read on to get an insider’s view on life as a graduate. 6 responses.