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Showing 61 - 70 of 110 results for %22Australian Unity Wealth%22

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... 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 ...

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
Australian Unity will acquire a Netwealth financial advice firm with $550 million in funds under advice. Bridgeport Financial Services has nine advisers and was established in 1999. Australian Unity chief executive officer of wealth and capital markets ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says. Australian Unity Trustees national manager of estate panning Anna Hacker said charitable giving is a conversation with financial advisers ...

Premium China creates chief executive role

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
The former chief executive of Premium Wealth Management and head of advice at Australian Unity will lead Premium China Funds Management. In a newly-created role for the fund manager, Paul Harding-Davis has been appointed as chief executive. He is charged ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... decade with NAB, including as head of financial planning and investments for NAB Private. He is also a former Australian Unity business development manager. Koda Capital chief of staff and partner Quentin Reeve said at the time: "The Koda team and I ...

Legalsuper appoints new client service manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
... field team to 16 across Australia," he said. The new hire follows legalsuper appointing former general counsel at Australian Unity, Kirsten Mander, as its new independent chair. Mander has accrued more than 16 years' experience as a non-executive director ...

IOOF recruits former Australian Unity executive

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
The former executive manager of investments at Australian Unity Wealth has joined IOOF. Mark Horton Andrews has taken on the newly created role of head of adviser standards, client care and retention as of this week. The Melbourne-based position was ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... decade with NAB, including as head of financial planning and investments for NAB Private. He is also a former Australian Unity business development manager. On LinkedIn, Ayers said he is "thrilled to be joining one of the most innovative private wealth ...

Advisers can benefit from the spirit of giving

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... the lead up to Christmas can assist financial advisers in strengthening the advice relationship, according to Australian Unity Trustees. While giving increases as the festive season nears, Australian Unity Trustees' executive general manager Emma Sakellaris ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
Australian Unity streamlined its business, including changes to management, as part of a transformation program to capitalise on its growth and to better meet customer needs. The company has created three individual divisions focused on the needs of ...