Kate Schell will work as an adviser in the private client team, joining the trustee company from TruWealth where she worked as a financial adviser for four years.
Ms Schell has also previously held positions at Morgan Stanley and E.L. & C. Baillieu Limited and Thornton Group.
Meanwhile Amanda Sartor will make the move to Equity Trustees from Elston Private Wealth, where she was manager of NFP and philanthropic services, and will work with the charitable trusts and philanthropy team as a senior relationship manager.
Ms Sartor formerly held roles at multi-family office, EWM Group, as well as private wealth firms Affinity Private, Whittle & Skok Financial Services and NAB Private Wealth.
“Equity Trustees is delighted to welcome Kate and Amanda, who will support the continued growth of our Trustee and Wealth Services business,” TWS executive general manager, Ian Westley, said.
“Kate and Amanda both bring significant experience in building strong relationships, delivering valued advice and servicing the diverse needs of clients, which is the basis for our success.”
Neil Griffiths
Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.
Neil is also the host of the ifa show podcast.
