Corporate Trustee Services is one of the larger corporate trustee teams in the country. Our team has broad commercial experience in the financial services industry, and other business sectors, with involvement and experience in a diverse range of corporate trustee roles.
Senior team members are actively involved with many professional bodies such as the Chartered Accountants Australia and New Zealand, Institute of Finance Professionals New Zealand, and the Law Society.
Our client servicing team includes...
John Ross, General Manager
John has over 25 years’ experience in the financial markets in both Australia and New Zealand. He has lead significant business units including 12 years as Head of Financial Institutions & Government for New Zealand’s largest bank. In that role he had responsibility for all aspects of risk management across a portfolio of clients including Fund Managers, Non-Bank Deposit Takers, Insurers, Broker Dealers, Global Banks and the New Zealand Government.
Ireen Muir, Head of Client Services
Ireen is an experienced senior corporate trusts manager with over 12 years in the corporate trusts industry. Ireen joined Corporate Trustee Services in August 2011. Prior to this, Ireen worked as a Relationship Manager with another trustee company in their corporate trusts business. Ireen is responsible for Public Trust’s Wellington based supervised entities and has over 12 years’ experience in all aspects of all types of appointments, including KiwiSaver schemes, managed investment schemes (retail and wholesale), debt securities, structured finance, retirement villages and participatory security appointments. Ireen holds a BA and LLB from Victoria University in Wellington.
Elena Vinton, Senior Manager Client Services
Elena has over 10 years' experience in a variety of legal, tax and finance roles. Before joining Public Trust, Elena spent six years working at Fonterra as a Treasury Funding Associate. Elena has also worked as a banking lawyer in the UK and tax consultant at Ernst & Young. Elena joined Public Trust in September 2015 and she is a client services manager for a range of Auckland based clients of Public Trust, including KiwiSaver schemes, managed funds, retirement villages and participatory securities. Elena holds a LLB (Hons) from the University of Auckland.
Simon Sherpa, Senior Manager Client Services
Simon has over 7 years’ experience in the corporate trusts industry as a corporate trusts manager and supervisor. Prior to this, Simon worked as a relationship manager with another trustee company in their corporate trusts business. Simon also worked as an investment analyst for a successful boutique fund manager.
Simon joined Public Trust in April 2017 and is a client services manager for a range of Auckland based clients of Public Trust, including KiwiSaver schemes, managed investment schemes (retail and wholesale), debt securities and structured finance appointments. Simon graduated with a Bachelor of Commerce and a Bachelor Arts conjoint degree (University of Auckland) in 1998.
Martyn Ogilvie, Senior Trust Officer
Martyn has been in the financial services industry for over 20 years and has extensive experience in unit trusts, debt securities, KiwiSaver and superannuation schemes and custodial services. In particular Martyn specialises in superannuation schemes and works closely with the Senior Manager Client Services in the supervision of appointments in the Wellington office.
Harley Calder, Business Analyst (Wellington)
Harley has over 10 years’ experience in the funds management industry. Harley joined Corporate Trustee Services in February 2014. Prior to this, Harley was a product compliance specialist for Tower Managed Funds (which was later purchased by Fisher Funds) and was responsible for the product and compliance management of Tower’s unit trusts, workplace superannuation scheme, legacy superannuation schemes, whole of life and endowment products.
Harley holds a Diploma in Business and a Diploma in Accounting from the New Zealand Open Polytechnic and is partway through completing a BCA majoring in Finance from Victoria University of Wellington.
Gladys Daguplo, Business Analyst (Auckland)
Gladys, Business Analyst, provides specialist services in reporting and analysis. Her function includes analysis of reports, review of disclosure documents, checking compliance with trust deed and statutory requirements, and supporting client service managers as finance business partner. Gladys joined Public Trust in April 2016. Prior to this, she worked as an Auditor for Globe Telecom (a leading telecommunications company in the Philippines) and for Ernst & Young Philippines. She holds a degree in business administration and accountancy and is a Certified Public Accountant (CPA) in the Philippines.
Stephen Kelly, Business Analyst (Auckland)
Stephen, Business Analyst, provides specialist services in reporting and analysis. His function includes analysis of reports, review of disclosure documents, checking compliance with trust deed and statutory requirements. Stephen joined Public Trust in April 2017. Prior to this he worked as an Internal Auditor for the Bank of New Zealand and as an External Auditor at Audit New Zealand in Wellington. Stephen graduated with a Bachelor of Commerce and Administration (majoring in accounting and commercial law) and a Post Graduate Diploma in Professional Accounting (Victoria University). He is a Chartered Accountant.
Kirk Brennan, Business Administration Analyst Team Leader
Kirk had previously worked for Public Trust between 1985 to 2001 and brings 16 years of trustee experience. Kirk joined Corporate Trustee Services Auckland on 14 February 2016. Prior to this, Kirk worked as a Taxation Officer with another trustee company and then progressed onto being an Accounting Administration Manager for various other corporate organisations. Kirk is the Business Administration Analyst Team Leader and responsible for Public Trust’s Business Administration Analyst Team in supervising the processing of KiwiSaver withdrawals, receipt of supervision reports, completion of securitisation transactions, providing key analytics to measure supervision activities undertaken at CTS and various other administrative activities within the Business Administration Analyst team to support the CTS’ supervisory duties. Kirk is also part of management projects such as the implementation of Public Trust’s new IT system. Kirk has completed Executor Trustee Institute (ETI courses) within the Trustee industry.
Timothy Fabling, Business Administration Analyst
Tim recently joined CTS as part of the BAA team on 2 November 2016, upon completing his tertiary studies. Tim is currently responsible for assessing KiwiSaver withdrawal applications, and various other administrative activities within the Business Administration Analyst team to support the CTS’ supervisory duties. Tim holds a Bachelor and Master’s degree in Commerce from Victoria University in Wellington.
Vicki Todd, Business Services Administrator
Vicki joined CTS Wellington in November 2015 as a Business Services Administrator. Vicki is responsible for all administration tasks for the Wellington office. Vicki is also responsible for CTS accounts receivable and payable in conjunction with Public Trust finance.