About Us

Public Trustee New South Wales was created by an Act of Parliament in 1913. Our role is to act as an independent and impartial Executor, Administrator and Trustee for the people of NSW.

We have a network of 18 branches throughout metropolitan Sydney and regional areas across NSW. Additionally, where a NSW Trustee and Guardian (formerly Public Trustee NSW) branch is not accessible, the Registrar of the Local Court is our Agent.

Our Head Office is located at: 19 O'Connell Street, Sydney NSW 2000. We can be contacted for business enquiries on 1300 364 103.

Our Vision and Goals

The NSW Trustee and Guardian’s  business purpose is: To be the best provider of personal trust services in New South Wales measured by routine provision of both customer satisfaction and value to our organisation.

The goals are to provide value in 3 ways:

  • To our clients, by meeting their needs;
  • To the corporation, by achieving better financial results; and
  • To our staff, by creating in them the satisfaction that they are making an impact by achieving both client and corporate outcomes.

Inherent in this purpose is the requirement to administer each estate and trust in the best interests of the beneficiaries with prudence, skill and impartiality without interference from third parties. 

Areas of Operation and Client Support Services

NSW Trustee and Guardian has four core businesses:

  1. Will making
  2. Estate Administration
  3. Corporate and Individual Trusts
  4. Powers of Attorney

Client Support Services

Our client support services include:

  • Funds Management
  • Taxation
  • Legal Counsel
  • Property Conveyancing
  • Securities

Funds managed by NSW Trustee and Guardian are held secure in the Common Fund, which stood at over $1.3 billion at 30 June 2008.

Senior Management Team

  • Ex-NSW Trustee and Guardian (to 30/6/2009)
    Mr Peter Whitehead, BA LLB (UNSW)
    Commissioner of Dormant Funds
    Ex-officio Trustee of ANZAC Memorial Trust and Honorary Treasurer of the Trust
    (From 1/7/2009 the CEO of NSW Trustee & Guardian is Ms Imelda Dodds, the former Protective Commissioner and Public Guardian). 
  • General Counsel - Deputy NSW Trustee and Guardian
    Mr Anthony Lentini, B.Ec (USYD) LLB (UTS)
    Corporate and Trustee Compliance including Legal Counsel, Records Management, Risk Management and Fraud Control
  • General Manager Client Services - Deputy NSW Trustee and Guardian
    Mr Anthony Steinmetz, Dip Law (SAB). GAICD
    Core Business Functions and Service Delivery
  • General Manager Business Development
    Ms Barbara Cromie, BA Dip IATA. GAICD
    Corporate Communications, Business Development and Marketing
  • General Manager Finance and Funds Management
    Mr Chris Rawlings, B.Bus. CPA. ACIS. ACIM
    Corporate Finance, Funds Management and Trustee Reporting
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