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Showing 1 - 10 of 47 results for %22Australian Unity Trustees%22

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... need to solve for the fear of running out. To give people the confidence to spend their own money," he said. Australian Unity Group chief executive for wealth & capital markets Esther Kerr believes that resolving the fear surrounding retirement isn't ...

ASIC grants MSC Trustees new powers

KARREN VERGARA  |  MONDAY, 20 MAR 2023
... parties such as trustees, auditors and sometimes even ASIC," Fletcher said. MSC previously oversaw note issues for Australian Unity, Centuria, Flight Centre and Mosaic Brands. In 2016, MSC Trustees took over the unlisted debenture book from Sandhurst ...

REI Super appoints to board

JAMIE WILLIAMSON  |  WEDNESDAY, 6 APR 2022
... Flinders. He has also previously served as general manager of financial services and chief investment officer at Australian Unity. "I see REI Super as having a strong future catering for the retirement needs of people in the real estate industry. I look ...

Australian Unity Trustees adds lawyer

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
Australian Unity Trustees has appointed a national legal partnerships manager. Angela Ehsani steps into the role of national manager, legal partnerships. Based in Sydney, Ehsani will lead Australian Unity Trustees' national network of personal injury ...

Foresters Financial appoints chief executive

KARREN VERGARA  |  MONDAY, 10 JAN 2022
A former Australian Unity executive has taken on the reins at Foresters Financial as chief executive. In December, Emma Sakellaris was appointed chief executive of Foresters Financial, a provider of investment, funeral and insurance products with $390 ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... Trustees as a key account manager, servicing the firm's NSW and ACT dealer groups. He also spent four years with Australian Unity in various business development roles, having previously worked with Investa Property Group in business development. ...

Pengana sales manager departs for Sunshine State

ALLY SELBY  |  THURSDAY, 9 JUL 2020
... Trustees as a key account manager, servicing the firm's NSW and ACT dealer groups. He also spent four years with Australian Unity in various business development roles, having previously worked with Investa Property Group in business development. ...

MSC Trustees wins mandate

JAMIE WILLIAMSON  |  THURSDAY, 2 JUL 2020
... Sandhurst Trustees, then owned by Bendigo and Adelaide Bank, in 2016. It also provides note trustee services to Australian Unity, among others. MSC Trustees managing director Matt Fletcher said the firm is delighted with the appointment. "MSC continues ...

OneVue scores admin mandate

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... acquisition bid, OneVue has managed to snag its single biggest client in its managed funds administration business. Australian Unity Wealth & Capital Markets (AUWCM) has signed a five-year outsourced managed fund administration agreement with OneVue ...

Allianz Retire+ bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... advisers to promote Allianz Retire+ solutions. Cockle joins from Colonial First State and prior to that worked at Australian Unity. He has 20 years' experience in the industry. Joanna Orrell steps into the role of senior business development manager ...
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