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Showing 141 - 150 of 463 results for "Australian Unity"

Wills and BDBN raise adviser interest

KARREN VERGARA  |  FRIDAY, 7 JUN 2019
... wills 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 benefit ...

Financial advice valued beyond returns

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... will 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 advised ...

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
... 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 ...