What it is: Perpetual is a wealth manager, providing financial advice for high net-worth individuals, families, and community-based businesses. Fordham is a specialist branch of Perpetual which focuses on financial advisory for private businesses.
Known for: Perpetual has a rich history with over 130 years of experience. They are one of Australia’s longest-standing and most trusted financial advisories.
Staff stats: Within Australia, Perpetual Limited has over 1000 employees. With its specialist branch Fordham employing over 100 people.
The good bits: Perpetual has a long-term vision and invests in its employees, making it a great company for career development. The culture is welcoming, supportive, and emphasises work-life balance. This supportive environment can be seen within its award-winning diversity initiatives and flexible work policies and practices.
The not so good bits: Perpetual is a mature company with longstanding practices that can be difficult to navigate initially. Some systems are a little bit out of date. Thankfully, there will always be members of your team to help you
Perpetual is one of Australia’s leading ASX-listed, diversified financial institutions and blue-chip brands. What we do goes beyond managing money and why we do it is to create a better future. Our vision is to be the most trusted in financial services and we’re here to deliver enduring prosperity for our clients, our people and for the communities in which we work. We’ve worked hard over 130+ years to build our reputation as a trusted brand.
Our purpose is Enduring Prosperity; For our people, our clients, and the communities in which we live and work. By living our purpose, we aim to achieve our vision to be the most trusted in financial services. Perpetual’s strong heritage is built on trust, integrity, stability, and unwavering focus on doing the right thing.
The employee experience at Perpetual is unique, and we often say that we are ‘big enough, small enough’. Our headcount makes us a small to medium sized firm, but we create a big impact with the work we do. Working at Perpetual you’ll not only be part of a growing global organisation, but you’ll have day-to-day access to key decision makers and senior leaders of the business.
Our graduate program is designed to create the leaders of the future. Because your success is essential to our growth, we are committed to help you develop your skills and plan your career.
Perpetual is a place where you can grow, thrive and make a difference in people’s lives. We’re passionate about workplace flexibility, sustainability and diversity and inclusion – and these are just some of the reasons why our people do what they do at Perpetual.
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 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 a 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 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.
Our clients are at the forefront of what we do. The Perpetual Client Solutions team champion enhancing the client experience and redefining how our business is run with technology and digital experiences. Our success rides on efficiencies, data security and innovation which are enabled by our technology and operations teams.
Perpetual Group Services are a team of professionals that provide a range of expertise from finance, strategy and business insights, corporate affairs and marketing, investor relations and people and culture. The teams in Perpetual Group Services support all business areas in delivering on the vision of making a difference with commercial expertise, sound judgement and innovative thinking.
Perpetual Investments is a highly regarded investment manager, with a strong heritage of managing retail and institutional client assets, offering a broad range of investment, superannuation, and retirement savings products. The business manages investments across a range of asset classes, including Australian and global equities, environmental, social and governance (ESG) strategies including Trillium Asset Management, cash and fixed income and multi-asset strategies. It services a diverse range of client types, from large institutional investors through to smaller retail investors.
Perpetual Asset Management Australia continues to grow globally with the establishment of a global distribution team, and the acquisition of US-based investment manager Barrow Hanley.
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.
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:
As a Perpetual Graduate, you will complete two 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 twelve months, you’ll complete two rotations of six months’ duration across different teams. We’ll discuss your preferences with you during the recruitment process.
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.
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 of the skills you need to perform at the appropriate stage in your graduate program. For example, on joining Perpetual/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. As a Graduate, you will have exposure to different businesses 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.
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 four-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. 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:
We’re passionate about the mental health and wellbeing of our team as we want our people to be able to thrive both at work and home. We recently signed up to Headspace to give your employees and their families free access to the market leading app designed to improve health and well-being through mindfulness and meditation.
At Perpetual we’re serious about flexibility as we believe it drives better business outcomes and know that it is important to our people. We know flexibility looks different to everyone. Our goal is to empower our people with a measure of control over when, where, and how they work to deliver their best work.
When it comes to our employee benefits, we have everything you’d expect and more. We are passionate about protecting the wealth of all Australian’s and positioning them for financial security and retirements. This starts at home for us, and our portfolio of benefits are designed to help employees balance their personal and professional lives and reach their financial goals.
Super and Leave
Access to ‘Perpetual Discounts’ providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, dining and more.
Employees can save up to 4% on their health insurance with Bupa corporate products and have access to a unique corporate plan with HCF.
Employee Assistance Program (EAP)
EAP is a professional, confidential counselling service run by an external company, Davidson Trahaire Corpsych. The EAP offers short term, confidential counselling, either in person, online or over the phone.
Each year Perpetual offers employees the option of receiving a flu vaccination.
Health screenings comprising of a 10 minute check of blood pressure, total cholesterol and glucose levels are offered to all employees.