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Grant Treen

Financial Adviser

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Grant is a Senior Financial Adviser in the Perpetual Private Perth office. With over 17 years experience, Grant specialises in providing advice to Private Clients, Not-For-Profits (NFP’s), Native Title Organisations and Philanthropic Trusts. He has deep experience in listening to and understanding client needs, and then working to help them achieve their goals, whether that’s at the Individual or Board level. Prior to joining Perpetual, Grant held Adviser roles at Police & Nurses Bank, the IOOF Group, and National Australian Bank. Grant holds an Advanced Diploma of Financial Planning, a Bachelor of Business, Graduate Certificate in Applied Finance and Investment, as well as a Master of Financial Planning. He is an experienced Adviser, providing strategic and investment Advice and implementation, along with managing the ongoing portfolio requirements across Private Clients, NFP’s, Native Title Organisations and Philanthropic Trust portfolios. Prior to working in Financial Advice, Grant held positions in Defence and Education, providing him with experience working across different organisations and geographic locations. In his spare time Grant continues to serve in the Australian Army Reserve and act as a volunteer for the Salvation Army. While Grant enjoys his work, his greatest love is spending time with family, including his wife and son.

Address

Perth, WA, AU, 6000

Phone

Mobile

Email

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Organisation

  • Perpetual Private

Company number

Services offered

Certified products

Approved products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.