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Showing 111 - 120 of 446 results for %22Australian Unity%22

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... charitable 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 component ...

Ken Marshman departs JANA

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2019
... said. Dunn has been a non-executive director since 2017. She is a former general manager of funds management at Australian Unity and former general manager, wholesale from Perpetual. Commenting on his successor, Marshman said: "I am so glad the board ...

Healthcare property a buy

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... continue 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 class ...

Wealth heavyweights join FSC board

HARRISON WORLEY  |  THURSDAY, 4 APR 2019
... and 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 ...

Australian Unity creates new partnerships role

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
Australian Unity Trustees has recruited from Equity Trustees to fill the newly-created position of head of partnerships. Sally Fenemor is taking on the new role, joining from Equity Trustees where she was most recently national business development ...

Australian Unity names equity origination head

KARREN VERGARA  |  MONDAY, 11 MAR 2019
A new head of equity origination is joining Australian Unity's wealth and capital markets business. Brad Watson joined in February as head of equity origination for property. He is responsible for developing and executing product and sales strategies ...

Choice outweighs balance for women

KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... overlooked is empowering women to make choices to live a financially secure and fulfilling life. This is according to Australian Unity Trustees general manager Emma Sakellaris, who says that achieving balance can be "extremely difficult" for women. Years ...

Wills are an afterthought for the rich: Lawyer

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... don't have wills or rely on do-it-yourself will kits still comes as no surprise to an estate planning expert. Australian Unity Trustees national manager of estate planning Anna Hacker says wealthier people are not as organised in their estate planning ...

Early financial advice prevents worries at the end

HARRISON WORLEY  |  MONDAY, 14 JAN 2019
... the resources to care for their families after they pass away and pay for the end-of-life care they endured. Australian Unity Trustees Legal Services national manager of estate planning Anna Hacker concurred, and said despite advertising around estate ...

Finalists unveiled for FS Investment Leadership Awards

KANIKA SOOD  |  FRIDAY, 11 JAN 2019
... Growth Fund Vanguard Growth Index Fund Vanguard High Growth Index Fund PROPERTY Antares Listed Property Fund Australian Unity A-REIT Fund Charter Hall Maxim Property Securities Fund Ironbark Paladin Property Securities Fund UBS Property Securities Fund ...