Trustee Partners is a new model for trusteeship in Australia that gives its partners an edge in the market through proactive risk management, responsiveness, technology and relationships.
It was formed by technology entrepreneurs, in partnership with veterans of the Australian financial services industry, and is backed by significant global investors.
Trustee Partners can offer you a tailored solution that best suits your needs in meeting your compliance and regulatory requirements in a cost effective and timely manner.
Trustee Partners operates two entities that are licensed, pursuant to the Corporations Act, to act as a Responsible Entity/Trustee for managed investment schemes and a Registrable Superannuation Entity for superannuation funds.
Uniquely, Trustee Partners is led by technology entrepreneurs, in partnership with industry veterans of superannuation and funds management.
As a result, we work with partners focused on solving real consumer and industry problems, enhancing member engagement in retail financial products, and improving financial literacy in the modern era of mobile and social technology.
At Trustee Partners, we help our partners grow their funds to build a better future.
Andrew Peterson is a senior executive with more than 25 years’ experience in the financial services industry. With a particular…MORE
Andrew Rutter is Head of Sales at Trustee Partners responsible for sales strategy, planning and activity for the group. He…MORE
Fiona is an experienced commercial lawyer practising in financial services and corporate law. Prior to her role with Trustee Partners,…MORE
Tim Elstoft has extensive experience in establishing, growing and selling companies as an owner and senior executive for over 20…MORE
Rachel has been involved in the finance industry for over 20 years. She commenced work with investment bank Credit Suisse…MORE
John Atabak has over 25 years’ experience in C-level management roles across a variety of industries, such as technology, superannuation,…MORE
Robert is a CPA with more than 20 years’ experience in the funds management industry. He has worked with organisations…MORE
Georgia is an experienced commercial lawyer practising in financial services and corporate law. Prior to her role with Trustee Partners,…MORE
Elizabeth has over 13 years’ experience in the wealth and funds management industry. With a particular focus on asset management,…MORE
Pravin Kandeepan is an experienced accounting and finance professional, having previously worked as an accountant for KDIS and Trimantium Capital.…MORE
Kerry-Ann O'Brien brings over five years experience in the professional services industry. Focusing on executive support and office management, Kerry-Ann…MORE