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Showing 1 - 10 of 11 results for "Jack McCartney"

UniSuper advice offering surges

KARREN VERGARA  |  TUESDAY, 30 JUL 2019
... options, insurance, contributions, and access to super and tax are frequently asked. UniSuper chief financial advice Jack McCartney said the FUA growth has been spurred by inflows from SMSFs, family take-up of the fund's personal accounts offering ...

Super fund restructures leadership

HARRISON WORLEY  |  TUESDAY, 16 APR 2019
... Investment Officer John Pearce remains in his role, as do chief people officer Julie Watkins, executive manager, advice Jack McCartney, and chief customer officer Lee Scales. As a result of the restructure, two executive managers will depart the fund ...

UniSuper establishes on-campus footprint

HARRISON WORLEY  |  THURSDAY, 3 MAY 2018
... also plans to open additional on-campus centres over the next six months. UniSuper executive manager of advice Jack McCartney said the fund having an on-campus presence would provide members with convenient access to advice. "The initiative further deepens ...

Industry fund introduces chief customer role

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... saying that continuing demand from members is strong. "Under [executive manager - advice and employer relationships] Jack McCartney's leadership, we remain committed to providing a broad suite of high quality advice services to our members," he said. ...

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... an in-depth financial plan in the same period. UniSuper executive manager - advice and employer relationships, Jack McCartney said the scaled advice model has encouraged more members to access financial advice. "More and more Australians are seeking ...

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
... sessions for members with an existing financial advice plan are up more than 70%. UniSuper executive manager of advice Jack McCartney said while phone and digital advice certainly have a place, members who need to discuss more complex issues or are nearing ...

UniSuper appoints employer relationships manager

KERRIE SYDEE  |  THURSDAY, 24 MAR 2016
... other related bodies. Commenting on Stockton's appointment executive manager advice and employer relationships, Jack McCartney said: "We are thrilled that Julie will be joining us - she is a highly-skilled people leader with long-term experience running ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... to help members build a plan and execute it with quality, reliable partners," UniSuper executive manager advice Jack McCartney said. "The added benefit of our advice proposition is that regardless of the recommendations made there are no commissions ...

Industry fund competes directly with advice networks

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... helping members - at any stage of their life - achieve their financial goals," UniSuper's executive manager of advice Jack McCartney said. "Our membership base is unique, they are engaged, well-educated and we have privileged access which enables us ...

Colonial First State FirstChoice Employer Super fund heads toward $600 million

... battlelines will soon no longer be about fees but raw investment outcomes." CFS' head of corporate superannuation, Jack McCartney attributes the appeal of First Choice's super fund to "administration efficiencies, a comprehensive investment range and ...
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