About Australian Executor Trustees
Australian Executor Trustees is a Financial Services company based in Adelaide (Australia) founded in 1880, and was acquired by Equity Trustees in August 2022. Real estate and financial advisory services are provided to clients. Its chief executive, as recorded, is Phil Joseph. Australian Executor Trustees offers products and services including Wills and Estate Planning, Trustee Services, Executor Services, Philanthropy Services, and Wealth Management. Its focus areas include Services for Investment Industry. Its legal entity is AUSTRALIAN EXECUTOR TRUSTEES LIMITED.
Company details
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.
- Headquarters Adelaide, Australia
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website aetlimited.com.au
- Social LinkedIn Facebook
- Acquired by Equity Trustees (Aug 2022)
- Legal Name Australian Executor Trustees Limited
- Investors
- Acquired byEquity Trustees
(Aug 2022)
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.
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.
Investors in Australian Executor Trustees
Australian Executor Trustees has secured backing from 1 investor. Prominent investors backing the company include Equity Trustees.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided by Equity Trustees in Australia. | 1888 | eqt.com.au | Melbourne, Australia |
Investor details for Australian Executor Trustees
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People of Australian Executor Trustees
21 people are tracked at Australian Executor Trustees (2 in leadership, 19 in team).
| Name | Role | Group |
|---|---|---|
Phil Joseph | CEO | Leadership |
Ravi Malhotra | General Manager Private Wealth & Partnerships | Leadership |
Alissa Prescott | Client Support Officer | Team |
Adeline Lim | Senior Business Development Manager | Team |
Anu Menon | Senior Business Development Manager | Team |
Christine March | Manager Client Support | Team |
Diane Simionato | Native Title Administrator | Team |
Katrina Lineage | Manager Client Engagement Support | Team |
Amanda Richter | Client Portfolio Officer | Team |
Hajra Becirovic | Senior Analyst | Team |
Rebecca Hehir | Estate Administrator | Team |
Sharmini Bellenger | Senior Fund And Taxation Accountant | Team |
Lance Wucfa Candidate | Data & Business Analyst | Team |
Dylan Henderson | Client Service Officer | Team |
Irene Meyer | Senior Administrator Corporate Trust | Team |
Carrie Brown | Senior Estate Planning Lawyer | Team |
David Scott | Snr Mger Investment Accounting & Taxation | Team |
Steve Hoare | Administrator | Team |
Ajkuna Omanovic | Senior Fund & Taxation Accountant | Team |
Bart Kowalik | Fund & Tax Accountant | Team |
1 more people are available in the full profile.
Complete people profiles for Australian Executor Trustees
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Timeline of Australian Executor Trustees
2 dated milestones of Australian Executor Trustees across 142 years, from founding to its latest funding, stage changes and deals.
- Founded Australian Executor Trustees is founded.
- Exit Acquired by Equity Trustees.
Web traffic of Australian Executor Trustees
The website of Australian Executor Trustees (aetlimited.com.au) receives about 4K visits a month.
- Monthly visits4K
▲ 1.6% vs previous month
Websites whose visitors overlap most with Australian Executor Trustees. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
fortenberrylaw.com | fortenberrylaw.com | 100% | – | ||
fordbergner.com | fordbergner.com | 99% | #3,784,161 | – | |
getfreelegalforms.com | getfreelegalforms.com | 98% | – | ||
lawonline.com.sg | lawonline.com.sg | 98% | – | ||
tved.net.au | tved.net.au | 98% | #4,797,392 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Australian Executor Trustees
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- 9 similar websites
- Audience overlap
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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 CEO of Australian Executor Trustees, as recorded in our data.
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.
Australian Executor Trustees operates through Australian Executor Trustees Limited.
Yes. Australian Executor Trustees was acquired by Equity Trustees in August 2022.