EQT Holdings
Peta Sullivan is a seasoned compliance and reporting analyst with a robust background in financial compliance and operations management. Currently serving as a Compliance and L&D Reporting Analyst at Equity Trustees since December 2019, Peta is responsible for ensuring adherence to finance and accounting policies and conducting monthly reporting on compliance findings. Previously, as the Broker Education Compliance & Customer Relations Manager at McMillan Shakespeare Group, Peta focused on training and enhancing customer advocacy within the branch network. Peta's experience at GE Capital encompasses roles as Operations Manager and Product Manager, where operational efficiency and product profitability were prioritized. Peta holds a Bachelor of Business in Marketing from the University of the Sunshine Coast, as well as several certificates in finance, mortgage broking, and market research.
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EQT Holdings
EQT Holdings Limited is an Australia-based company that provides trustee services for retail and corporate clients. The Company operates through two segments: Trustee & Wealth Services and Corporate Trustee Services. Trustee & Wealth Services segment provides a range of private client, philanthropic and superannuation services, including estate planning and management; charitable, compensation, community and personal trust services; wealth management and advice. Corporate Trustee Services segment provides a range of responsible entity (RE) and trustee services for managed investment schemes on behalf of local and international fund managers and sponsors, as well as trustee services for structured products and security and escrow arrangements. The Company also provides portfolio management, funds management, investment administration and custody services, executor services and financial planning.