# Equity Trustees

Equity Trustees is an Asset Manager based in Melbourne, Australia.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Melbourne, Australia
- **Region:** Oceania
- **Address:** Melbourne, Australia
- **Founded:** 1888
- **Assets under management:** Undisclosed
- **Website:** eqt.com.au
- **LinkedIn:** https://www.linkedin.com/company/equity-trustees

## Regulatory record

- **Reports private funds:** No

## About

Equity Trustees is an independent trustee and executor company and one of Australia’s largest specialist trustee companies. It provides a diverse range of trustee and related financial and fiduciary services to private and corporate clients. Its in-house asset management team manages tailored investment portfolios for corporate, charitable and private clients, and it also offers philanthropy and estate planning services.

## People

- Michael (Mick) J. O'Brien — Managing Director
- Carol Schwartz AO — Chair
- Catherine Robson — Non-Executive Director
- The Hon. Kelly O'Dwyer — Non-Executive Director
- Robert Dalton — Non-Executive Director
- Tim Hammon — Non-Executive Director
- Penelope (Pen) Lewin — Non-Executive Director
- Johanna Platt — Chief Financial Officer
- Ian Westley — Executive General Manager, Private Clients Trustee and Wealth Services
- Andrew Godfrey — Executive General Manager, Corporate and Superannuation Trustee Services
- Kerryn O’Brien — Chief Risk Officer
- Phing Lee — Chief Technology & Data Officer
- Georgie Taylor — Executive General Manager, People
- Darren Thompson — Chief Investment Officer

## Questions

### Does Equity Trustees have any conflicts with the fund managers it serves?

Its business model is designed to avoid the conflict that arises when a bank or wealth platform provides trustee services to funds it also manufactures. Equity Trustees does not manage its own retail funds that compete with client mandates. This independent-only posture is its core structural differentiator.

## Related profiles

- [H.B. Fuller Ventures](https://altss.com/profile/hb-fuller-ventures)
- [United Bankers Asset Management](https://altss.com/profile/united-bankers-asset-management)

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Last updated: 2026-08-11T15:06:42.396Z

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