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Malissa Tobias

Financial Adviser

|

Certified

Malissa Tobias

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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Malissa is a Partner at Perpetual Private, specialising in catering exclusively to high net worth clients, providing comprehensive resources to tackle the intricate and diverse challenges associated with managing substantial wealth. Historically, Malissa has offered services to entrepreneurs, executives, professionals, and individuals with significant net worth. Malissa has 23 years’ experience in providing holistic financial advice. She started her career in financial planning at National Australian Bank where she provided retail advice to the Bank’s customers. She then joined The Commonwealth Bank in 2003 working primarily in The Commonwealth Private Bank where she specialised in providing holistic and tailored advice to executive and high net worth clients with complex wealth management and financial needs. In her capacity at Perpetual, Malissa is dedicated to serve as the trusted advisor for her clients, cultivating honest and meaningful relationships while delivering an exceptional level of service to help them achieve their goals and objectives. Malissa achieves this by implementing customised strategies tailored to meet each client's specific objectives, leveraging specialist teams within Perpetual. These teams encompass areas such as investment strategy and research, portfolio construction, trustee services, philanthropy, and tax accounting and advisory. Malissa holds a Bachelor of Business (BBUS), a Diploma of Financial Planning (DFP) and is a Certified Financial Planner (CFP).

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  • Perpetual Private

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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.