Australian Executor Trustees

Adelaide, Australia Founded: 1880 • Age: 146 yrs Acquired By Equity Trustees
Real estate and financial advisory services are provided to clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 7 Services tracked
Competitors - Brand Intelligence

About Australian Executor Trustees

Australian Executor Trustees is a company based in Adelaide (Australia) founded in 1880 was acquired by Equity Trustees in August 2022. Australian Executor Trustees offers products and services including Wills and Estate Planning, Trustee Services, Executor Services, Philanthropy Services, and Wealth Management.

  • Headquarter Adelaide, Australia
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Australian Executor Trustees Limited
Operational Areas
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Equity Trustees

    (Aug 22, 2022)

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Products & Services of Australian Executor Trustees

Australian Executor Trustees offers a comprehensive portfolio of products and services, including Wills and Estate Planning, Trustee Services, Executor Services, Philanthropy Services, and Wealth Management.

Product name locked
Category locked
Primary

Service for creating and managing wills to distribute assets effectively.

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Assists in managing trusts for wealth transfer and tax optimization.

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Handles estate administration and appointment of executors.

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Supports charitable giving and endowment fund management.

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Provides advice on personal superannuation and investment strategies.

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Manages funds for injury compensation and financial support.

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Administers funds for Aboriginal and Torres Strait Islander groups.

People of Australian Executor Trustees

Headcount 200-500
Employee Profiles 20
Employee Profiles
People
Alissa Prescott
Client Support Officer
People
Adeline Lim
Senior Business Development Manager
People
Anu Menon
Senior Business Development Manager
People
Christine March
Manager Client Support

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Funding Insights of Australian Executor Trustees

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Detailed funding history for Australian Executor Trustees

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Investors in Australian Executor Trustees

Australian Executor Trustees has secured backing from 1 investor. Prominent investors backing the company include Equity Trustees.

All
Investor Description Founded Year Domain Location
Wealth management services are provided by Equity Trustees in Australia.
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Investor details for Australian Executor Trustees

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  • Investor domains
  • Investor locations
  • Funding rounds
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Investments & Acquisitions by Australian Executor Trustees

Investments
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Investment portfolio details for Australian Executor Trustees

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  • Portfolio identities
  • Transaction dates
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Financial Statements - Australian Executor Trustees

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Detailed financials for Australian Executor Trustees

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Australian Executor Trustees Comparisons

Australian Executor Trustees Primary company
Description
Real estate and financial advisory services are provided to ...
Location
Adelaide, Australia
Founded Year
1880
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Australian Executor Trustees

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Competitors of Australian Executor Trustees

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Detailed competitors of Australian Executor Trustees

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Latest news on Australian Executor Trustees

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Complete news archive for Australian Executor Trustees

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Frequently Asked Questions about Australian Executor Trustees

Australian Executor Trustees was founded in 1880.

Australian Executor Trustees is headquartered in Adelaide, Australia. It is registered at Adelaide, South Australia, Australia.

Phil Joseph is the current CEO of Australian Executor Trustees.

Australian Executor Trustees was established in 1880 and is headquartered in Adelaide, Australia. Operations focus on the financial services sector, where trustee and executor functions are managed alongside real estate advisory. Financial planning and investment guidance are offered to individuals and organizations. The company serves clients primarily within Australia, with oversight led by CEO Phil Joseph. Domain aetlimited.com.au is utilized for online presence.

Australian Executor Trustees offers Wills and Estate Planning, Trustee Services, Executor Services, Philanthropy Services, and 3 more products and services.

Australian Executor Trustees has 1 investor. Key investors include Equity Trustees.

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