Managing the Asset Services Team to provide high quality administration support to all front and back office teams across Trustee & Wealth Services at EQT.

Working with our Co-Trustees and external Advisory Panels to ensure the various Foundations we manage are run according to the terms of the Will / Deed as well as complying with internal and external regulatory requirements including our appointed auditor and the Australian Charities and Not For Profits Commission (ACNC).Collaborating with our granting program team to ensure EQT’s blueprint for delivering long lasting positive impact in the community is successful. In early 2017, I was promoted to manager of the Relationship Team (Charitable Trusts & Philanthropy).

Delivering a rewarding client experience for our Queensland client set that includes, Charitable Foundations, Not For Profit Organisations and Private Clients.This is achieved by working closely with our clients to really understand their needs and objectives and to liaise with the rest of the business to drive fulfillment.

Responsible for portfolio administration and client relationships for our Private Clients and Compensation Clients, liaising with our Investment Management and Business Development teams to deliver a strong client experience.

Employed at the store since its inception, helping it grow into a viable small business with a loyal customer base and reputable standing.