Search ResultsShowing 1 - 10 of 100+ results for "Australian Unity"
Franklin Templeton boosts retail distribution
ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... He'll report to the head of retail for Australia, Manuel Damianakis. Ramsay joins Franklin Templeton from Australian Unity Wealth where he was national manager, strategy. He spent 11 years at Australian Unity Wealth, working his way up to the ...
Remembering Ron Grima
JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
... on July 2 after a short battle with motor neurone disease. Most recently a business development manager on Australian Unity's life and super team in Queensland, Grima dedicated more than more 30 years to the financial services industry. "Ron ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... solutions and insurance advice. Over the years, he moved on to work as a business development manager at Australian Unity and network development manager at Capstone Financial Planning. Lifespan chief executive Eugene Ardino said Gershkov's ...
Best-performing funds with least risk
KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... Dimensional Australian Value Trust Allan Gray Australia Equity Fund Selector Australian Equities Fund Australian Unity Platypus Aust Equities Bennelong Concentrated Australian Equities Dimensional Australian Value Trust Selector Australian ...
Wills and BDBN raise adviser interest
KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... piqued the interest of many at the quarterly Challenger and Financial Standard Technical Services Forum. Australian Unity head of technical services Yvonne Chu raised the question of what happens when a member dies without a binding death ...
Financial advice valued beyond returns
KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... likely have more peace of mind about their financial security and quality of life, latest research shows. Australian Unity's bi-annual LifePlan Financial Advice Satisfaction Index, compiled with the help of the University of Adelaide, found ...
Rainmaker unveils the best wholesale managed funds
KARREN VERGARA  |  THURSDAY, 16 MAY 2019
An Australian Unity fund has topped Rainmaker's analysis of top-performers in the wholesale managed funds sector over the last three years. The Australian Unity Retail Property Fund delivered 25.1% in the three years to March 2019, outstripping ...
Advisers forgo charitable conversations: Poll
KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... giving conversations with clients, although more than a third want to embed it in the near future. Australian Unity Trustees executive general manager Emma Sakellaris says discussing clients' philanthropic objectives should be a key ...
Healthcare property a buy
ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... to deliver strong returns for investors, despite current challenges in the asset class, according to Australian Unity. Australian Unity head of healthcare property Chris Smith said healthcare property should be considered a strong asset ...
Wealth heavyweights join FSC board
HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... Jason Yetton - who is leading Commonwealth Bank's wealth demerger - have joined the FSC's board. Meanwhile, Australian Unity wealth chief executive, group chief investment officer and current FSC director David Bryant will replace outgoing deputy ...
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