Why we exist
Those involved in the administration of deceased estates know it can be a challenging and time-intensive process. Dealing with outdated paper-based forms, varied certification requirements, and relying on physical attendance to share and verify documents adds to the administrative burden.
With increased regulatory pressure, evolving community expectations, a rise in fraud, and the need to reduce operational costs, it’s time to re-think how we manage deceased estates.
Welcome to estateXchange.
Our purpose
Our purpose is to take the complexity out of deceased estate administration.
Independent and Australian-owned, estateXchange is a secure online platform that connects estate professionals and relevant organisations to streamline information sharing and accelerate the process of settling deceased estates - simply and securely.
Led by a team with deep expertise in deceased estates and industry digitisation and backed by leading businesses, estateXchange’s patent pending technology is revolutionising how estate professionals and organisations work together to deliver outcomes for grieving families.
Leadership
Sarah Poole
Former lawyer, business executive, and Head of Deceased Estates at NAB – deep industry expertise with 20+ years of experience.
Marielle Yeoh
Former PEXA executive responsible for driving industry collaboration and transformation – deep financial services and technology expertise with 20+ years of experience.
Simon Bray
Over 35 years of technology and product experience, including 8+ years at PEXA as Chief Information Officer and Chief Product Officer and former Partner at Accenture.
Ben Darlow
Over 25 years’ experience in banking, transformation programs, and product ownership, most recently four years leading the design, build, implementation, and optimisation of NAB’s deceased estates service.
Lisa Carle
More than 25 years’ experience in customer service and digital transformation, most recently nine years as General Manager Financial Services at PEXA.
Board
Dan Phillips
As Executive Director / Global Co-Head Venture Capital at Macquarie Group, Dan has more than 25 years of experience providing venture capital to high growth companies in Australia, Asia, Europe, Israel and the US across the online and digital, media, IT and data services, cyber security and payments infrastructure sectors. Dan serves on a number of private company Boards including estateXchange.
Dan has previously served on the Boards of numerous public and private companies and was a member of the Australian Federal Government's ICT Advisory Board.
Peter Halstead
Peter has over 45 years of capital markets experience across Australia and Europe. He is currently Chief Investment Officer at Little Group (Paul Little’s family office), Independent Chair at Affinda, and a Director at Kolmeo and estateXchange.
Peter previously served on the Board of PEXA and held roles including Head of Equity Capital Markets at Lazard and Head of Institutional Sales at Citi for Australia & New Zealand.
Sarah Poole
Former lawyer, business executive, and Head of Deceased Estates at NAB – deep industry expertise with 20+ years of experience.
Marielle Yeoh
Former PEXA executive responsible for driving industry collaboration and transformation – deep financial services and technology expertise with 20+ years of experience.
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