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’ flexible partnership approach allows us to tailor trustee solutions for clients within superannuation and managed investments.
We work closely with our partners’ promotion, distribution and marketing teams, industrial relations programmes, funds management, administration services, custodians and investment teams.
We help deliver efficient and effective new financial products, transitioning from internal operations or switching from an existing external supplier. We proactively support our clients’ business goals and aspirations.
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
Stephen has over 25 years’ experience in Superannuation, Wealth Management and Life Insurance. Prior to joining Trustee Partners, Stephen spent…MORE
Patrick Liddy has held a variety of senior roles in the funds management and custody industry over a 25-year period,…MORE
Christina Liosis is a progressive financial services leader with 25 years’ experience. Previously, Christina was the CFO of FNZ Australia/NZ…MORE
Tim Elstoft has extensive experience in establishing, growing and selling companies as an owner and senior executive for over 20…MORE
Jo Luppino is a senior compliance and risk professional with 20 years’ experience in regulatory and investment compliance in funds…MORE
Fiona is an experienced commercial lawyer practising in financial services and corporate law. Prior to her role with Trustee Partners,…MORE
John Atabak has over 25 years’ experience in C-level management roles across a variety of industries, such as technology, superannuation,…MORE
Shona Smith is an experienced administrator and manages the office for Trustee Partners. Previously, Shona worked as an administrator with…MORE