Powered by MOMENTUM MEDIA

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

All Authors

Dermot Lindsay

AUTHOR|No. of Article: 1

Dermot Lindsay, National Manager Alliance Partners, Perpetual Private

Dermot Lindsay is responsible for the Perpetual Private Partnership Program. The Program helps accountants who value independence prepare for a limited AFSL application and the ongoing management / compliance requirements of maintaining that limited licence. The Program also provides access to training, tools, data and insights to help accountants build a successful business advisory practice.

Dermot was previously the Queensland State Manager for Perpetual Private. This involved working with high net worth individuals and their families, who have unique and complex needs, to help grow, protect, and pass on their wealth.

Dermot joined Perpetual in September 2009 and has 15 years’ experience in the financial services sector. Prior to this, he worked in the construction and energy industries.

Dermot has completed a Masters in Financial Planning, holds an Advanced Diploma of Financial Services, is a graduate from the Australian Institute of Company Directors and graduated from the Aviva Leadership Foundations Program at the European Centre for Executive Development (CEDEP), France.

He is an active Board Member of Cerebral Palsy League Queensland (CPL).

Send me a message

How to make sense of licensing

There is now less than a year until the accountants’ exemption comes to an end and many accountants are still undecide...READ MORE

GET IN TOUCH WITH THE AUTHOR

Author form