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Showing 131 - 140 of 427 results for "Australian Unity"

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
A financial advice dealer group has added its third former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief ...

Future of superannuation leads FSC Summit

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... Commission deputy chair Karen Chester who wrote the report, as well as executives from Mercer, BT Financial Group and Australian Unity.

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
Australian Unity announced 13 new investment managers have joined its Lifeplan Investment Bond. The national health, wealth and living mutual company also unveiled 24 new investment bond options for its investment bond offering. Lifeplan Investment ...

Infocus grows executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
Two senior Australian Unity executives have joined the leadership team of Infocus Wealth Management. Australian Unity's head of investment research Jeff Mitchell has been appointed to the newly created role of chief investment officer at the dealer ...

Crypto exchange enters superannuation market

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... are driving financial advisers to reconsider the advice process, particularly when it comes to estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as "a real minefield" for estate planning. ...

Soaring funeral costs require adviser airtime

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... factor into the estate planning process, particularly for those living in Sydney. Based on the experience of Australian Unity Trustees national manager of estate planning, Anna Hacker, Sydney is the most expensive place for a funeral service. Hacker's ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role that will contribute to the Australian Unity Wealth and Capital Markets ...

Boutique asset managers co-appoint distribution head

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
... joins from RF Capital, where he was the head of retail clients. Prior to this, he was the head of distribution at Australian Unity Investments. In a career spanning about 20 years, he has worked with Colonial First State, JANA Investment Advisers and ...

Australian Unity Trustees signs tech partnership

JAMIE WILLIAMSON  |  MONDAY, 4 JUN 2018
Australian Unity inked a deal with a major wealth management software provider to fortify its trustee business. Australian Unity Trustees has selected Bravura Solutions' Garradin platform to provide its core operating system. The implementation of Garradin ...

Mutual expands wealth management leadership

HARRISON WORLEY  |  THURSDAY, 31 MAY 2018
... leadership of its wealth management division, appointing a general manager of commercial and structured finance. Australian Unity is appointing Emily O'Brien to the newly created role. She joins from September 3. O'Brien is a former financial controller ...