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Jamie Cockerill

Financial Adviser

|

Certified

Jamie Cockerill

Financial Adviser

|

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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Jamie has over 20 years’ experience providing sophisticated investment advice to high net worth families and Not-For-Profit organisations. With $1.5 billion in funds under management, Jamie’s team at Perpetual Private provides strategic advice to high net worth families, philanthropists and Not-For-Profits across medical research, cemeteries, schools, professional and sporting associations, indigenous land councils and other community organisations, to help maximise their investments to support the community. Jamie takes a partnership approach with his clients to deliver tailored investment strategies to meet their specific investment objectives, taking into account ethical portfolio preferences and board governance requirements. He works closely with specialist teams within Perpetual, including investment strategy and governance, portfolio construction, investment research, philanthropy, estate planning and local and international tax and accounting. Prior to joining Perpetual, Jamie spent seven years as a Senior Adviser at Westpac Private, where he was responsible for providing sophisticated advice to wholesale clients. He held a similar role prior to Westpac at NAB Private. Jamie holds a Bachelor of Business from Griffith University, is a Certified Financial Planner and is a Member of the Australian Institute of Company Directors (AICD).

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AU

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Organisation

  • Perpetual

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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.