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Showing 21 - 30 of 110 results for %22Australian Unity Wealth%22

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ...

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
ClearView Wealth has appointed a former Australian Unity Financial Advice executive to the newly created role of head of business growth. ClearView has welcomed Tony Mantineo to the role, previously general manager of business growth at Australian Unity ...

New finance, operations GM at Australian Unity

KARREN VERGARA  |  THURSDAY, 25 MAR 2021
... HLB Mann Judd, Charter Hall, ING Real Estate Investment Management and Greengate Group. Saliba will join Australian Unity Wealth & Capital Markets on May 10. Wealth and Capital Markets chief executive Esther Kerr-Smith said Saliba's experience in ...

Mercer hires from Australian Unity

ELIZABETH MCARTHUR  |  FRIDAY, 5 FEB 2021
Mercer has hired the former chief executive of Australian Unity Bank to lead its superannuation services. Tim Barber will step into the head of Mercer Super role, leading the flagship Mercer Super Trust and its related portfolio services business. Mercer ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... after a lengthy career in the Australian financial advice industry which included 12 years at AMP, two years at Australian Unity and six years as head of practice development and Bridges Financial Services. "I have chosen to seek out new challenges and ...

FSC names new chair

KANIKA SOOD  |  MONDAY, 2 NOV 2020
... over many years, and is a very experienced and respected leader in financial services, as chief executive of Australian Unity, and now Mercer Australia."

Australian Unity launches new fund

ELIZA BAVIN  |  THURSDAY, 15 OCT 2020
... preventative and remedial healthcare and health associated businesses and assets." Chief investment officer, Australian Unity Wealth & Capital Markets, Joe Fernandes said the fund will draw on Australian Unity's breadth of expertise and long-established ...

New chief investment officer at Australian Unity

KANIKA SOOD  |  FRIDAY, 28 AUG 2020
... organisation at a critical time in its development, and I'm looking forward to working with Esther and the Australian Unity team to create value for members and customers."

Australian Unity investments GM to depart

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
The executive general manager of investments at Australian Unity Wealth is departing in mid-September as the business looks to restructure the role and the responsibilities of the chief executive. Geraldine Barlow joined Australian Unity in May 2016 ...

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. ...