Equity Trustees adds to WA estate planning team

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Equity Trustees has further expanded its estate planning team in Western Australia with the appointment of Brigitte Hollett as estate planning lawyer.

It follows the recent appointment of Stephanie Smith as estate planning solicitor which created Equity Trustee’s first dedicated estate planning service in Western Australia.

Ms Hollett will report to Equity Trustees National Manager-Estate Planning, Anna Hacker, who said that the appointment comes at a time when estate planning is becoming increasingly important.

“As our population ages, our Estate Planning division must adapt and expand its skillset in order to offer this changing demographic the quality of service that Equity Trustees prides itself on,” Ms Hacker said.

“We are continuing to invest in the business to ensure we have the resources, knowledge and skills to meet the changing needs of Australians as well as the requirements of those that assist them.

“In particular, financial advisers must increasingly respond to the demands of Australia’s ageing population as well as the changing requirement of blended families and people having more than one partner during their lifetime.  Equity Trustees is well-positioned to assist with this.

“Brigitte’s experience in estate planning will strengthen our Perth branch with specific knowledge of how to assist our clients and partners,” Ms Hacker said.

Prior to joining Equity Trustees, Ms Hollett was an officer for the personal trusts and estate planning division at National Australia Trustees.

Ms Hollett holds a Bachelor of Law and Arts from the University of Western Australia as well as a Graduate Diploma of Legal Practice from The College of Law. 

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Trusted since 1888, Equity Trustees Limited helps with the financial and emotional challenges of preserving, growing and transitioning wealth between generations. It provides a range of financial services to corporate and private clients including Wealth and Asset Management, Estate Planning and Administration, Philanthropy, Superannuation, Aged Care Advice and Placement.

Equity Trustees is a publicly-listed company on the Australian Stock Exchange (ASX: EQT) with offices in Melbourne, Sydney, Brisbane and Perth.

For further information, please contact:
Anna Hacker
National Manager-Estate Planning
Equity Trustees Limited
Phone: 0433 138 004