Peter Tomich, GradDipAppFin, FIPA, GAICD, has extensive experience in investment governance and research, currently holding a position in Investment Governance at Equity Trustees since April 2021. Prior roles include serving in similar capacities at Certane and as Investment Research Manager at William Buck, where responsibilities included chairing the Investment Committee and developing investment strategies. Additional expertise was gained at CPA Australia Advice as Research Manager, where Peter established frameworks for strategic asset allocation and governance, and at Cbus Super Fund as an Investment Manager Implementation. Previous positions also encompass financial management at Goldman Sachs JBWere, day-to-day operations at JBWere Private Equity, and compliance management in asset management. Peter holds a Post Graduate degree in Applied Finance from Macquarie University and is a Certified Investment Management Analyst from the Investment Management Consultants Association.
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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.