Business Breakfast: Business Transformation – Merging Tradition and Modernisation

Event Date: 
14 October 2014
Perth Convention and Exhibition Centre
21 Mounts Bay Road

Presented by Geoff Lloyd, CEO and Managing Director of Perpetual.

Shortly after his appointment as Chief Executive Officer and Managing Director of Perpetual in 2012, Geoff Lloyd launched the Transformation 2015 company strategy. This was an ambitious strategy to simplify, refocus and grow one of Australia’s oldest trustee and investment companies. To date, the strategy has realised $48m in annual pre-tax benefits, reinvigorated the organisation and laid a foundation for sustainable growth.

This is a unique opportunity to hear from one of Australia’s most highly regarded leaders in financial services. He will describe how he helped guide a proud 125 year-old institution towards its future as Australia’s largest independent wealth manager, while retaining its unique values, fiduciary heritage and investment expertise. Geoff will describe some of the early, difficult decisions that the leadership team made to transform Perpetual, and share some lessons learned from the successful delivery of a major transformation program.

Chartered Accountants Australia and New Zealand
(08) 9420 0400
(08) 9321 5141
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