New appointment at Equity Trustees

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September 20, 2012
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September 27, 2012

Listed financial services company Equity Trustees Limited (EQT) has appointed Caitriona Wortley as key account manager – NSW.

Listed financial services company Equity Trustees Limited (EQT) has appointed Caitriona Wortley as key account manager – NSW.

Ms Wortley has over nine years’ experience in the financial services industry, most recently with Zurich Investments in Sydney as a business development manager (BDM).  She has also worked with LV Asset Management in London as a BDM, and as an equity future trader with Geneva Trading in Dublin and Elite Derivatives in London.

She has a bachelor degree in international finance and French from Dublin City University.

Rowena Cole, EQT’s national manager – funds distribution, said that Ms Wortley’s appointment is a further step in the business’s strategy to grow its distribution in NSW.

“NSW has the largest adviser market in the country and Caitriona’s experience and background will help us further expand EQT’s approach and offerings in this important market,” Ms Cole said.

Equity Trustees is a publicly listed company that provides a range of financial services to corporate and private clients. Its businesses include funds management, responsible entity appointments, private client wealth management and corporate and personal superannuation. The company has over $4 billion in its funds management, private client and superannuation businesses and has more than $19 billion under responsible entity administration. Equity Trustees employs over 180 people in its Melbourne, Sydney and Brisbane offices.

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For more information please contact:

Rowena Cole – Phone: 03 8623 5310

27 September 2012