Australia’s leading specialist trustee company Equity Trustees has appointed a new senior client management professional to its expanding national Superannuation Trustee Office.
Based in Melbourne, the latest appointment further strengthens the depth of experience in the complex area of superannuation trusteeship – the role with primary responsibility to look after member interests and provide oversight of superannuation funds.
David Warren joined Equity Trustees in February and brings 30 years’ experience in wealth management and life insurance, as well as experience in Board directorships and trustee positions. His background includes roles at AustralianSuper, AMP – where he held roles responsible for product development and management and insurance, and AXA.
“Demand for our independent superannuation trustee is growing steadily and David’s experience in management of a diverse range of large scale funds and products, as well as his experience in the management of underlying investment functions is an excellent addition to our expanding team,” said Mark Blair, General Manager of the Superannuation Trustee Office.
“In addition, he has excellent working knowledge and experience working within the relevant legislative and regulatory frameworks and understands the requirements of all parties involved in managing superannuation funds prudently. These are essential qualities for a superannuation trustee in recognition of our critical role in ensuring integrity and trust in the system and protection for the millions of people who have their current and future retirement hopes invested in it.
David is a Fellow of the Institute of Actuaries of Australia and holds a Bachelor of Commerce from the University of Melbourne.
“We are delighted to have secured someone of David’s experience and welcome him to Equity Trustees,” Mr Blair concluded.
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Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers.
Equity Trustees Superannuation Limited (ABN 50 055 641 757) AFSL 229757is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth and London.