Search Results | Showing 141 - 150 of 447 results for %22Australian Unity%22 |
| | ... newly-created leadership role within Australian Unity's financial advice business. Michael Csavas is joining Australian Unity as general manager, self-employed advice; a new role that will contribute to the Australian Unity Wealth and Capital Markets ... |
| | | ... joins from RF Capital, where he was the head of retail clients. Prior to this, he was the head of distribution at Australian Unity Investments. In a career spanning about 20 years, he has worked with Colonial First State, JANA Investment Advisers and ... |
| | | Australian Unity inked a deal with a major wealth management software provider to fortify its trustee business. Australian Unity Trustees has selected Bravura Solutions' Garradin platform to provide its core operating system. The implementation of Garradin ... |
| | | ... leadership of its wealth management division, appointing a general manager of commercial and structured finance. Australian Unity is appointing Emily O'Brien to the newly created role. She joins from September 3. O'Brien is a former financial controller ... |
| | | ... has joined Ironbark Asset Management as head of client solutions. Kenny was most recently chief executive of Australian Unity joint venture, Federation Alliance, a superannuation and managed accounts platform provider. Kenny brings more than 20 years' ... |
| | | The chief executive of several ANZ-aligned advice dealer groups is joining Australian Unity. Millennium3 and Financial Services Partners chief executive Matt Brown has been appointed to lead Australian Unity's financial advice division. As executive ... |
| | | ... transfer of wealth according to one of Australia's oldest mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer generation, which makes it the largest ever intergenerational ... |
| | | ... September 2017, flagging the sale of advice subsidiary Bridgeport at the same time. Bridgeport was later acquired by Australian Unity in March. This marks the second acquisition by IRESS in less than a month, having acquired digital advice compliance ... |
| | | ... Earlier this month, it also announced the sale of its dealer group subsidiary Bridgeport Financial Services to Australian Unity, while Investment Trends recently named it the top platform for functionality as rated by advisers. |
| | | ... combination of bitcoin, ethereum and native (BKT) tokens for its services. Financial Standard recently spoke to Australian Unity Trustees national manager, estate planning Anna Hacker about the implications of the global explosion of crypto investments ... |
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