Mark Heffernan, AFP®


Name Mark Heffernan AFP®
Company Perpetual Trustee Company Limited
Address level 29/525 Collins St
Melbourne, VIC 3000
Phone 0423 230 718
Website www.perpetual.com.au/financial-advice/investing-with-perpetual-private

As a Partner at Perpetual Private, I take pride in the trust my clients bestow in me to manage their financial needs. My view of success is seeing my clients achieve financial freedom and being there for them when they need a steady hand. I specialise in servicing the multifaceted financial needs of my high net worth clients by providing sophisticated strategic and investment advice, developed through over 19 years’ experience in the industry.

I joined Perpetual Private in 2020 where I co-lead a team of Senior Financial Advisers and Associates in providing exceptional service and holistic advice to Retail and Wholesale clients. I began my career with the Commonwealth Bank working for Colonial First State and CommSec Advisory before I moved to Commonwealth Private in 2014.

I was awarded the National Private Wealth Manager of the Year in 2016 for my service and dedication to clients. I have completed a Master of Applied Finance (MAppFin) from Macquarie University in 2016. I also hold a Bachelor of Commerce Degree (BCom) from Deakin University and a Diploma of Financial Planning (DFP).

At a personal level, I am married to my wife Michelle and enjoy spending my spare time chasing around our two sons, as well as keeping fit by running as much as I can.

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