Perpetual Trust

125 Years' Experience

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Trust & Estate Advisers

  • Allan Lash

    Client Relationship Manager

    Specialist staff mean the right skills and experience are available to you. Allan Lash is one of Perpetual Trust’s specialist Client Relationship Managers.
    Phone 03 924 3439

  • Bryan Ivamy

    Business Development

    Bryan joined Perpetual Trust Limited in June 2009 having worked in the Trustee industry for 30 years. During this time he has acquired a wealth of experience dealing in both estate management and estate planning and through this experience is ...
    Phone 09 927 9419

  • Claire Boreham

    Client Relationship Manager

    Claire brings to Perpetual Trust a strong background in sales, marketing and administration. Her attention to detail and commitment, combined with her ability to relate to clients from a diverse range of backgrounds, makes Claire a valuable member of our ...
    Phone 09 927 9411

  • Dave Copson

    Client Relationship Manager, Wellington

    Phone 04 901 4425

  • David Boyce

    Area Manager

    David has had extensive experience in providing trustee services to clients over many years, and with the Southern Region team, he continues to provide assistance to clients in all aspects of asset protection and management through Trusts, Wills and Enduring ...
    Phone 03 955 3774

  • Jeff Reed

    Legal Services Manager

    After 25 years in private legal practice, Jeff joined Perpetual Trust in January 2006 as a Solicitor and Client Relationship Manager.
    Phone 03 924 3429

  • Jeremy Lepine

    Client Relationship Manager

    Phone 04 901 4438

  • Jeremy Richards

    Client Relationship Manager/Trust Solicitor

    Jeremy began his career in the trust industry in 1981 commencing employment with the trust department of Pyne Gould Guinness.
    Phone 03 924 3441

  • Joanna McGregor

    Client Relationship Manager

    Joanna joined Perpetual Trust in April 2007, prior to which she had 17 years experience in the legal field.
    Phone 03 924 3481

  • Karen Hungerford

    Client Relationship Manager

    Karen has worked for Perpetual Trust for over 30 years and during this time she has built many strong and enduring relationships with clients locally and nationally.
    Phone 03 908 0355

  • Kevin O'Sullivan

    Client Relationship Manager

    Kevin O’Sullivan is a Client Relationship Manager based in the Perpetual Trust Dunedin Office. Having joined Perpetual Trust in December 1979, Kevin has seen a lot of change in the company and in the wider trustee industry.
    Phone 03 955 3772

  • Mark Colvill

    Client Relationship Manager

    With over seven years of financial services experience, Mark is able to assist you with all aspects of your estate and asset-planning needs including wills, trusts, asset management and investment options. He is also able to help with property transactions ...
    Phone 03 956 3605

  • Mark Corlett

    Client Relationship Manager

    Mark was born in the Isle of Man and immigrated to New Zealand in 2006. He has more than 12 years experience in the Offshore and Finance Industry, and during this time he has administered clients from numerous worldwide jurisdictions.
    Phone 09 927 9417

  • Martin Haanen

    Client Relationship Manager

    With almost two decades working in the Trust industry, Martin’s experience is a valuable asset. He has a deep understanding of all apsects of estate and trust management and is able to offer clients tailored solutions that encompass their goals ...
    Phone 03 955 3773

  • Matthew Hall

    Manager

    Phone 03 905 0352

  • Michael Williams

    Specialist Advisory Manager

    Bringing the experience and skills gained over the past 28 years in the trust industry, Michael is able to assist clients with all aspects of estate and asset planning.
    Phone 03 924 3440

  • Nicky Reid

    Business Development

    With almost a decade of experience in the trust industry, Nicky is able to assist you with all aspects of your estate and asset-planning needs including wills, trusts, asset management and investment options.
    Phone 09 927 9403

  • Peter Ross

    Quality Assurance Manager

    Peter began his career in the trust industry in 1958 with Perpetual Trustees, one part of the company now called Perpetual Trust.
    Phone 03 924 3445

  • Phillip Smith

    Client Relationship Manager

    Experience is paramount when handling quite often complex family situations which Philip has gained over the past 31 years.
    Phone 03 956 3604

  • Rachel Lock

    Area Manager

    Phone 04 901 4431

  • Rebecca Corson

    Client Relationship Manager

    With almost a decade of financial services experience, Rebecca is able to assist you with all aspects of your estate and asset-planning needs including Wills, Trusts, asset management and investment options.
    Phone 03 924 3527

  • Rene Hattingh

    Client Relationship Manager

    Phone 04 901 4435

  • Steve Campbell

    Client Relationship Manager

    With over 25 years experience in the trustee industry, Steve is able to assist you with all aspects of your estate and asset planning needs, including wills, trusts and asset management and investment options. He is also able to help ...
    Phone 09 927 9410

  • Tim Harvey

    Upper South Island Area Manager

    Phone 03 924 3528