Vic Ruth

Director

Established the company in 2007 to address a growing market opportunity. Vic has nearly 40 years of proving that the greatest sales are achieved through building client relationships. He has developed three consecutively successful businesses with innovative developments being the hall mark of his success, often in the face of current trends and thinking. Vic has been responsible for the financial success of many hundreds of advisers through the training programs he has developed based on his own experience. Estplan has been structured to support the essence of the systems he has proved are still so relevant today. The core of this process is to teach advisers how to spend their time most productively by seeing clients and delegating everything else. Vic has personally backed the project to its current position.

Michael Perkins

Legal | Client Service aspects and content

Michael is a practicing lawyer with over 25 years experience in trusts, estates and private client practice.

Michael assists his clients create and manage multi -generation wealth management and succession strategies. He assists family groups with their operations and governance and business owners with their succession and wealth extraction objectives. Michael also works for entrepreneur driven high growth businesses, family business owners and family groups committed to managing family wealth across generational boundaries.

Michael brings a multi-disciplinary approach to the challenges of corporate growth, asset protection, estate administration and succession for globalizing business as well as families seeking to manage their property for the benefit of subsequent generations and their broader community connections.

Michael also has substantial experience in dealing with the commercial issues of the agribusiness, building services, digital media production and digital media distribution sectors.

Michael is:
• Deputy Chairman of the Sydney Complaints Review Commission of the Financial Planning Association.
• Technical Services Manager of Estplan Pty Limited.
• accredited as a family business adviser by Family Business Australia.
• a lecturer in Estate Planning at the University of Technology, Sydney Faculty of Law.
• holds the TEP qualification from the Society of Trust and Estates Practitioners.
• a co-author of the text "Estate Planning a practical guide for estate and financial services professionals" (LexisNexis 2005 & 2008) in addition to authoring and co-authoring many publications in the field of trust and estates law and practice.

Damian Hartley

Business Mentor

Prior to joining Estplan Damian was a Partner with one of the largest Regional Business Advisory Practices in Australia working with small to medium size businesses across various industries, including Accounting and Financial Planning. Damian has been involved in the Financial Services Industry for 10 years, and has worked on a number of projects for both small and large organisations, in the areas of recruitment, staff development, succession planning, marketing, and strategic planning.

He has also been involved in complex projects such as recruiting and building teams of Financial Planners for a large organisation as well as building a sales and product development team for a new fund manager, and has worked right across Australia.

His background as a small business owner himself enables Damian to quickly understand his clients businesses, their culture, and the issues they face. His rounded experience enables him to provide practical and sustainable solutions, recognising that every business has its own unique requirements.