Equity Trustees Limited (EQT) has added to the Sydney estate planning team with the appointment of Terry Matthews as Estate Planning Solicitor. His appointment brings the number of estate planning team members in the Sydney office to four.
Reporting to Anna Hacker, National Manager – Estate Planning, Mr Matthews has been added to the team as Catherine Elversson undertakes maternity leave. This is a permanent position, Mr Matthews will remain with the team when Ms Elversson’s returns.
Mr Matthews is an Accredited Specialist in wills & estates law (Law Society of NSW) and comes to Equity Trustees from Makinson d’Apice Lawyers. He has also worked as Manager of Estate Planning (NSW) at National Australia Trustees and as a solicitor at TressCox Lawyers.
Ms Hacker said the appointment of Mr Matthews was a logical choice, given his extensive legal background and specialist experience in wills and estates.
“Terry has had a wide-ranging career as a solicitor, starting at Minter Ellison in 1981. For the past 13 years he has specialised in the wills and estates area with exposure to a full range of issues, including more than five years’ experience as an estate planning specialist lawyer working for a statutory trustee company.
“Terry’s appointment comes at a time of increased growth for the Equity Trustees’ Estate Planning Division. It is the fourth new appointment to the national estate planning team this year, and follows the establishment of a local estate planning service in Perth earlier this year.
“The continued growth in the estate planning division reflects the increased demand for sophisticated and tailored estate planning solutions and Terry’s skillset is a welcome addition to the Sydney estate planning team.
Mr Matthews holds a Bachelor of Arts (UNSW), a Dip. Law (SAB) and a Graduate Diploma in Financial Planning (Securities Institute of Australia).
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 Securities Exchange (ASX: EQT) with offices in Melbourne, Kew, Sydney, Brisbane and Perth.
National Manager, Estate Planning
03 8623 5275 / 0433 138 004