Contact us

Security key
Can't read the security key? Click here to get a new key

Processing

Wills and estate planning enquiries 1800 882 218

Compensation trust enquires 08 8127 1610 or 0409 692 109

Executor services enquiries 1800 882 218

Philanthropic services enquiries 1800 684 672

SMSF services enquiries 1800 254 180

International callers: +61 8 8127 1607

General trustee services enquiries 1800 684 672

Compensation trust enquires 08 8127 1610 or 0409 692 109

General Native Title trust enquiries 1800 078 680

Banjima Native Title trust enquiries 1800 431 286

Adelaide office
44 Pirie Street
Adelaide SA 5000

Telephone: 08 8127 1600
Super – Telephone: 1800 254 180

Brisbane office
Level 11, 200 Mary Street Brisbane
Brisbane QLD 4000

Telephone: 07 3114 7869
Super – Telephone: 1800 254 180
Compensation Trusts – Telephone: 07 3114 7840

>

Sydney office
The Bond
Level 3, 30 Hickson Road
Millers Point NSW 2000

Telephone: 02 9028 1000
Super – Telephone: 1800 254 180

Melbourne office
Level 6 North, 161 Collins Street
Melbourne VIC 3000

Telephone: 03 8614 4400
Super – Telephone: 1800 254 180

Perth office
Level 28, Central Park
152-158 St Georges Terrace
Perth WA 6000

Estate planning - Telephone: 08 9324 8908

Native Title - Telephone: 1800 078 680

Super - Telephone: 1800 254 180

Managing the impacts of COVID-19

As the Coronavirus (COVID-19) situation evolves, we continue to follow the official Australian Government advice to prioritise the safety, health and welfare of our people, our clients and others with whom we interact. This means some of our staff continue to work from home and our offices may need to close at short notice following Government advice to protect our people and our clients.

  • If you have a general enquiry please call 1800 882 218.
  • If you have a safe deposit enquiry please call 08 8127 1663. Safe Deposit is usually open on Wednesday and Friday by appointment only.

Please be assured we remain committed to delivering what matters to our clients and business partners during this difficult time and have the people, technology and systems in place to support you.

Matt Pearson

Head of Client Engagement – Private Client Services

Sydney office

Peter Hewish

Head of AET Estate Planning

Sydney office

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Jennifer Petrovska

Estate Planning Lawyer

Sydney office

Jennifer Wilson

Estate Planning Lawyer

Brisbane office

Karen Robinson

Estate Planning Lawyer

Melbourne office

Anu Menon

Business Development Manager

Melbourne office

Carrie Brown

Estate Planning Lawyer

Adelaide office

Elizabeth Ferguson

Estate Planning Lawyer

Adelaide office

Tim Ryan

Estate Planning Lawyer, South Australia and the Northern Territory

Adelaide office

Adeline Lim

Special Counsel, Trust & Fiduciary Services

Adelaide office

Patrick Sobon

Estate Planning Lawyer

Perth office

Brendan McMahon

National Estate Administration Manager

Adelaide office

Anthea Blagojevic

Wills and Estates Lawyer

Adelaide office

Elyse Miller

Senior Client Service Adviser

Adelaide office

Iris Frank

Senior Client Service Adviser

Adelaide office

Steven Pass

Estates and Trusts Manager - Western Australia

Perth office

Ravi Malhotra

Head of Business Development, Private Client Services

Sydney office

Paul O'Neill

Senior Manager – Business Development, Trustee Services

Sydney office

Darryl Hughes

Senior Business Development Manager, Trustee Services

Perth office

Matt Pearson

Head of Client Engagement – Private Client Services

Sydney office

Adeline Lim

Special Counsel, Trust & Fiduciary Services

Adelaide office

Ben Clark

Head of Philanthropy and Social Investment

Melbourne office

Cesare Silvestri

Manager Charitable Services

Adelaide office

Jennifer Wilson

Estate Planning Lawyer

Brisbane office

Linda Jones

Independent Member, AET Discretionary Grants Committee and Giving Connect Facilitator

Adelaide office

Charlene Yum

Senior Trust Officer – Philanthropy and Social Investment

Melbourne office

Mark McDonough

National Manager, Compensation Trusts

Matt Pearson

Head of Client Engagement – Private Client Services

Paul O'Neill

Senior Manager – Business Development, Trustee Services

Ravi Malhotra

Head of Business Development, Private Client Services

Darryl Hughes

Senior Business Development Manager, Trustee Services

Adeline Lim

Special Counsel, Trust & Fiduciary Services

Karen Metzger

Senior Relationship Manager

Rachel Maher

Client Support Manager

Aaron Stammers

National Manager -
Native Title Trusts

Perth office

Lauren Heinritz

Senior Manager, Native title

Perth office

Pasquale Stellitano

Compliance Manager - Native Title

Perth office

Nick Brisbout

Relationship Manager – Native Title

Perth office

Ryan Eaton

Senior Legal Counsel, Native Title

Perth office

Ben Clark

Head of Philanthropy and Social Investment

Melbourne office

Matt Pearson

Head of Client Engagement – Private Client Services

Sydney office

Luke Costa

National Specialist - SMSF Solutions

Melbourne office

Julie Steed

Senior Technical Services Manager

Adelaide office

If you have a complaint about an AET product or service (or wish to obtain further information about the status of an existing complaint), please contact us on:

Free call: 1800 254 180

By writing:
Manager, Customer Care
Australian Executor Trustees Limited
GPO Box 546
Adelaide SA 5001

Where possible, concerns will be resolved straight away.

Where this is not possible or further investigation is required to resolve your complaint, our ClientFirst team will acknowledge your complaint within 1 business day and will consider and respond to your complaint as quickly as possible. At any stage you're welcome to contact your assigned Case Manager for an update on the progress of your complaint

Your complaint will be reviewed in line with our principles:

  • Be human
    We treat those around us the way we’d like to be treated – openly, honestly and respectfully.

  • Deliver what matters
    We make sure we understand what matters to every client and we make it happen.

  • Stronger together
    Only by working together can we truly serve our clients.

  • Keep it simple
    We remove complexity.

  • Do what’s right, not what’s easy
    We back ourselves to make the right call. We speak up.

If you are not satisfied with the resolution offered, you can lodge a complaint with the Australian Financial Complaints Authority, or AFCA.

AFCA provides fair and independent complaint resolution service that is free to consumers.

Website: www.afca.org.au
Email: info@afca.org.au
Telephone: 1800 931 678 (free call)
In writing to: Australian Financial Complaints Authority, GPO Box 3, Melbourne VIC 3001

There are some time limits for lodging certain complaints. This includes complaints about the payment of a death benefit, which you must lodge with AFCA within 28 days of being given our written decision.

IOOF Group Complaints Policy documents