Search Results | Showing 1 - 10 of 22 results for "Matt Walsh" |
| | ... join Australian Unity as its chief executive of retail, effective August 17. It comes following the resignation of Matt Walsh in June earlier this year. In announcing the appointment, Australian Unity's group managing director Rohan Mead said he was ... |
| | | ... comprise private health insurance, banking, and general insurance and broking. Current general manager, life and super Matt Walsh has been promoted to lead the retail division and will also become a director of the Lifeplan business. Walsh has headed ... |
| | | ... feature as an impressive intergenerational wealth transfer tool." Australian Unity general manager of life and super Matt Walsh said the upgrade follows a strong year for the bond, describing it as a competitive product that delivers important tax benefits ... |
| | | ... year's contribution can be made each year," Rogan said. Elsewhere, Australian Unity's general manager life and super Matt Walsh agrees, believing that the continuing uncertainty around the future of superannuation and increased interest in investment ... |
| | | ... an additional rebate tier across its NextGen suite as part of a surging interest in the product. Head of Lifeplan, Matt Walsh, said proposed changes to superannuation in May's federal budget triggered the interest as investors search for a tax-effective ... |
| | | ... provide users with an optimised digital experience and mobile functionality. Commenting on the launch, head of Lifeplan, Matt Walsh said: "Increasingly Australians are conducting their financial affairs over their mobile phones, and it is paramount that ... |
| | | ... advice in comparison to male investors, whose perception continued to drop. Commenting on the results, head of Lifeplan Matt Walsh said: "Investors aged under 45 are more satisfied with the performance and the technical ability of their financial adviser ... |
| | | ... the three drivers. Investors with less than $50,000 seem to be most positive about their advisers. Head of Lifeplan, Matt Walsh, said the survey may indicate that financial advisers are doing a good job of taking care of entry level investors. Market ... |
| | | ... return on the $12,000 investment, in addition to what investment return is achieved," head of Lifeplan Funds Management Matt Walsh said. To read more about the aged care reform, read the FS Advice Aged Care issue. |
| | | ... 6.2%. Perception of performance declined slightly by 0.07%, while perception of technical ability increased by 3.4%. Matt Walsh, head of Lifeplan, said the satisfaction levels of male clients were the main trigger of the fall, cushioned slightly by the ... |
|