CLIVE PERRING

Clive is the Chief Executive Officer of FinHeuristics and has twenty two years of experience in the financial services industry, most of which has been at the senior level within the Funds Management sector in Australia. 

Clive initially entered the industry as a wealth manager with a large Australian financial planning group.  He later became a Regional Manager and recruited and mentored a team of financial planners.  He was then recruited by the State Bank of South Australia as Manager, Financial Services, with the role of leading and further developing a financial planning team to service the bank’s clients with non traditional investment products.

A switch to the funds management side of the industry saw him become a State Manager for a large Friendly Society.  This society specialised in Friendly Society Bonds, Mortgage Trusts and medical benefit funds.  In 1994 Clive became State Manager for South Australia & Northern Territory with First State Fund Managers, later re-named Colonial First State (CFS).  He was privileged to be part of the exciting and dramatic growth that CFS experienced over the next ten years.  CFS came from a modest start to become Australia’s largest fund manager.  It was here that he was exposed to a dynamic senior management team that handled growth, change and innovation in an extraordinary successful manner.

Clive is currently the Foundation Director of the International Centre for Financial Services (ICFS) at the University of Adelaide.  His part-time role there since 2005 has been to facilitate research and courses in the area of financial services.

Clive’s expertise has led him to present at various professional conferences throughout the years, written for newspapers and professional magazines (such as ‘Money Management’) on finance issues and presented lectures to numerous groups of executives from around the world. His presentations have focused on many facets of the finance sector, including wealth creation, gearing, funds management products, relationship management, key account management, facilitation and planning, retirement incomes, distribution methods.

His particular interest now is to assist in the development of a suite of financial processes that enhance the probability of investors enjoying above average returns from investing in various asset classes in global markets.