A good innings![]() A champion of evidence-based investing, Mancell Financial Group founder and managing director Peter Mancell tells Karren Vergara how this investment philosophy helped bolster his practice and inspired him to co-write a book.
![]() Breaking the mouldKoda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration ... ![]() A valuable seatProving to her parents the worth of their sacrifices and some well-timed advice from a former manager have provided the momentum behind Katie Petering's ... ![]() Going to 99Like most who are drawn to financial advice, Raamy Shahien is a people person, and it's his desire to foster a strong, sustainable community that has ... ![]() Staying powerAs the new chief executive of Platypus Asset Management, Jelena Stevanovic hopes to continue the fund manager's long tradition of outperformance with ... ![]() Feeling forwardPrime Super's Raelene Seales' immersions in cultures of innovation and creativity have equipped her to breathe new life into the fund, to the benefit ... ![]() Winning mindsetSchroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious ... ![]() Power of resilienceAs the co-founder and joint managing director of Finura Group, Peter Worn has built a stellar resume educationally and professionally. But it was overcoming ... ![]() Breaking barriersWith more than three decades in wealth under her belt, JBWere chief executive Maria Lykouras is delighted to see women coming to the fore - and she's ... ![]() Anchor pointUBS Asset Management's Tim Van Klaveren learned early in his career the value of formulating his own opinions and not following the crowd, Andrew McKean ... ![]() People and policyIt was by no means a straight line to the top job at the Super Members Council, but Misha Schubert's passion for policy saw her plucked for the position. |
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AIA Australia rejigs retail team, appoints new lead
|AIA Australia's restructure of its retail business will see two senior leaders depart while a new chief retail insurance officer has been appointed to take charge of the next phase of growth.
JANA launches private credit trust
|JANA is expanding its investment trust offering with the launch of an institutional-quality private credit solution.
FAAA welcomes 'widow's tax' changes in CGT, negative gearing reforms
|FAAA says it welcomes the legislative changes aimed at addressing the so-called "widow's tax," noting the amendments will protect grieving families and individuals navigating relationship breakdowns from unintended tax consequences.
ART strikes $883m QLD Westfield deal
|Australian Retirement Trust (ART) has agreed to acquire a 50% interest in Brisbane's Westfield Mt Gravatt from Scentre Group for $882.5 million, in what is expected to be Australia's largest single-asset retail transaction this year.
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Andrew Gregory
CHIEF ADVICE OFFICER
UNISUPER
UNISUPER
After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.

















