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@eqt.com.au
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Lou Caiafa is listed as Estate Manager at Equity Trustees at Equity Trustees, a with 254 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at eqt.com.au and a matched LinkedIn profile for Lou Caiafa.
Lou Caiafa previously worked as Estate Manager at Equity Trustees and Trust Manager - Trustee Services at Perpetual Limited. Lou Caiafa holds Financial Planning And Services from Kaplan Australia.
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An Estate,Trust and Client Manager with a strong background in trustee and financial services. Over 30 years’ experience in the trust industry managing Estates, Trusts, and Represented Persons (appointed by VCAT and under Power of Attorney). Much of my career has been operating at a high level in customer focus and team environments. Strong knowledge of trustee products and financial services.Broad experience dealing with a diverse range of internal and external stakeholders such as high net worth clients, senior management, lawyers, accountants, trustees / executors, beneficiaries, real estate agents, carers and other related parties.Part of two trustee company acquisitions and dealt with numerous industry and regulatory changes over my career. Excellent organisation skills, proficient in time management and passionate about providing a high level of customer service such as guiding clients through financial matters and maintaining expectations.
Listed skills include Financial Services, Financial Planning, Wealth, Wealth Management, and 12 others.
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Melbourne, Australia
Manage a book of Estates with numerous beneficiaries and responsible for overall communication and performance of accounts together with ensuring estates are distributed in a timely manner taking into account tax and legal obligations.
Melbourne, Australia
Managed a book of Estates, Trusts and Represented Persons accounts. Responsible for overall performance of accounts and ensuring accounts have sufficient funds available to meet commitments.
Melbourne, Australia
Responsible for a book of advisory, custody, estates , trusts and superannuation clients providing a holistic service managing investments, superannuation and tax.
Other employees you can reach at eqt.com.au. View company contacts for 254 employees →
Rob Pizzimento
Colleague at Equity TrusteesCarlton, Victoria, Australia
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Megan Wall
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Dyna Holl
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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Manjula Marie
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Susie Meagher
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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Lushanka Wanigasekera
Colleague at Equity TrusteesMelbourne, Victoria, Australia
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Lisa Tuan-Mu
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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Tonia Lenaghan
Colleague at Equity TrusteesGreater Melbourne Area, Australia
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Shiv Singh
Colleague at Equity TrusteesGreater Sydney Area, Australia
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Michael Crowe
Colleague at Equity TrusteesPerth, Western Australia, Australia
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Quick answers generated from the profile data available on this page.
Lou Caiafa works for Equity Trustees.
Lou Caiafa is listed as Estate Manager at Equity Trustees at Equity Trustees.
AeroLeads has found 1 work email signal at @eqt.com.au for Lou Caiafa at Equity Trustees.
Lou Caiafa is based in Greater Melbourne Area, Australia while working with Equity Trustees.
Lou Caiafa has worked for Equity Trustees and Perpetual Limited.
Lou Caiafa's colleagues at Equity Trustees include Rob Pizzimento, Megan Wall, Dyna Holl, Manjula Marie, and Susie Meagher.
You can use AeroLeads to view verified contact signals for Lou Caiafa at Equity Trustees, including work email, phone, and LinkedIn data when available.
Lou Caiafa holds Financial Planning And Services from Kaplan Australia.
Lou Caiafa is listed with skills including Financial Services, Financial Planning, Wealth, Wealth Management, Investments, Superannuation, Portfolio Management, and Customer Service.
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