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Robert Eadie
Senior Trust Manager at Perpetual Limited
Robert Eadie is a seasoned professional with 31 years of experience in trust management, estate planning, and financial services, holding senior roles at Perpetual Limited and McCullough Robertson.
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Location
Brisbane, Queensland, Australia, AU
Skills
- Trust Management
- Estate Administration
- Estate Planning
- Succession Planning
- Superannuation
- Show all
Bio
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Topline AI
Robert Eadie is a seasoned executive with 31 years of experience in trust management, estate administration, and financial planning. As a Senior Trust Manager at Perpetual Limited, he has overseen the management and administration of private trusts and estates, providing strategic guidance and expert advice to clients. Prior to this role, Mr. Eadie held various positions at Perpetual Limited, including Trust Administrator, Client Relationship Manager, and Adviser, honing his skills in stakeholder engagement, operations management, and financial markets. He holds a Bachelor of Laws from Queensland University of Technology and a Graduate Diploma in Financial Planning from the Securities Institute.
Experience
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Australia
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Financial Services
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700 & Above Employee
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Senior Trust Manager
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Aug 2019 - Present
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Trust Manager
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Jul 2015 - Aug 2019
Management & Administration of private trusts and estates.
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State Practice Leader - Qld
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Jul 2011 - Jun 2015
Practice Manager to the Private Client Advisers in the Brisbane Office of Perpetual
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Trust Administrator (1993-1996) Client Relationship Manager (1996-2004) Adviser (2004-2011)
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Jun 1993 - Jun 2011
Providing advice and managing the investments of private clients, trusts (including charitable trusts) and estates. Providing financial planning and ongoing advice to private clients.
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McCullough Robertson
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Brisbane
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Lawyer
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Jun 1978 - Jun 1993
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Brisbane
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Education
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Queensland University of Technology
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Securities Institute
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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