Australian Executor Trustees

Adelaide, Australia Founded: 1880 • Age: 146 yrs Acquired By Equity Trustees
Real estate and financial advisory services are provided to clients.
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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
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Australian Executor Trustees Limited
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Service for creating and managing wills to distribute assets effectively.

Assists in managing trusts for wealth transfer and tax optimization.

Handles estate administration and appointment of executors.

Supports charitable giving and endowment fund management.

Provides advice on personal superannuation and investment strategies.

Manages funds for injury compensation and financial support.

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

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Australian Executor Trustees

Australian Executor Trustees has secured backing from 1 investor. Prominent investors backing the company include Equity Trustees. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Wealth management services are provided by Equity Trustees in Australia.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Australian Executor Trustees

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Australian Executor Trustees

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Australian Executor Trustees Comparisons

Employees
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Competitors of Australian Executor Trustees

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Australian Executor Trustees

Frequently Asked Questions about Australian Executor Trustees

When was Australian Executor Trustees founded?

Australian Executor Trustees was founded in 1880.

Where is Australian Executor Trustees located?

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

Who is the current CEO of Australian Executor Trustees?

Phil Joseph is the current CEO of Australian Executor Trustees.

What does Australian Executor Trustees do?

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.

What products or services does Australian Executor Trustees offer?

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

Who are Australian Executor Trustees's investors?

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

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