Alicia O’Sullivan

Trusts Administrator

BA (Political Studies)

DDI: 09 526 2562

My Role

I review the annual financial statements for our clients’ Trusts; for those who have our trustee company as an independent trustee or for those who have opted to be included in our trust management system.  The review includes comparing the particular Trust’s assets and liabilities with the previous year, preparing trustee resolutions and meeting with the directors of the trustee company to discuss and sign the documents.

I communicate with our clients and their accountant or financial adviser regarding any loans or gifting that may need to be recorded and will prepare those documents if required.

I am currently studying Law.

Why I Practice

I enjoy the contrast of the personal relationship and methodical skills required in law to help people and also the knowledge and continuous learning and evolvement in trust related law.

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