EQT (ASX: EQT) — Company Overview, News & Financial Data
EQT is an Australian trustee and asset management firm offering a range of services, with a strong focus on risk management and governance.
EQT
EQT is an Australian financial services company that provides independent specialist trustee and executor services. Founded in 1888, the firm operates as a fiduciary trustee, managing wealth, estates, corporate debt, and philanthropic funds. Its core business divisions encompass private client trustee services, wealth management, corporate fund services, responsible entity governance, and custody solutions. Operating with over 284 billion Australian dollars in funds under management, administration, and advice, the group serves individuals, families, corporate fund managers, and charitable organizations through a network of regional offices across major Australian capital cities.
Snapshot
Operations
Products and/or services of EQT
- Private Estate Trustee Services: Offers comprehensive executor services, estate planning, power of attorney management, and personal financial administration for individuals and families seeking independent fiduciary oversight and estate distribution across Australian jurisdictions.
- Wealth and Asset Management: Delivers tailored financial advisory services, investment portfolio management, and customized asset allocation strategies for private clients, high-net-worth individuals, family offices, and for-purpose charitable organisations operating across Australia.
- Corporate Fund Services: Acts as an independent responsible entity and fund trustee, delivering regulatory compliance, operational oversight, and governance frameworks for domestic and international fund managers operating managed investment schemes.
- Debt and Securitisation Services: Provides independent note trustee, security trustee, and facility agent solutions for corporate bond issuances, securitisation programs, syndicated credit facilities, and structured finance transactions across capital markets.
- Custody and Real Assets Services: Delivers specialised custodial, safekeeping, and fiduciary oversight services for real estate funds, infrastructure assets, and unlisted managed investment trusts operating throughout Australian and global institutional capital markets.
- Philanthropy and Community Investments: Manages over 750 charitable trusts and foundations, administering structured giving programs, distributing substantial annual community grants, and providing fiduciary governance and investment management for not-for-profit organisations and donors.
EQT executive team
- Mr. Michael Joseph O'Brien C.F.A., FIAA, GAICDMD & Director
- Ms. Johanna Platt CPA, M.B.A.Chief Financial Officer
- Mr. Andrew P. GodfreyExecutive General Manager of Corporate & Superannuation Trustee Services
- Mr. Phing Lee BEngChief Technology Officer of Technology & Projects
- Ms. Alicia Kokocinski BA, GradDip (PR)General Manager of Marketing & Communications
- Ms. Georgie Taylor B.Sc.Executive General Manager of People
- Kerryn O'BrienChief Risk Officer
- Ms. Samantha Einhart L.L.B.Company Secretary