Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 110 results for %22Australian Unity Wealth%22

Australian Unity milestones underscore 2017 growth

ALEX BURKE  |  THURSDAY, 31 AUG 2017
... an acquisition, the launch of a new business and a deal with the Queensland government - played a key role in Australian Unity's growth over the 2017 financial year, according to managing director Rohan Mead. In the group's annual report, Mead referred ...

Super funds fight for financial inclusion

EMMA RAPAPORT  |  FRIDAY, 23 JUN 2017
... program are Australian Ethical Investment, fintech Money Brilliant, and banks and insurers ANZ, CBA, NAB, Westpac, Australian Unity, and Bank Australia.

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
Australian Unity's newly-formed trustee business is welcoming the appointment of a general manager. The internal promotion sees Emma Sakellaris take the top role. She will be responsible for developing the business building a specialist, client-focused ...

Australian Unity enters trustee services

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
Marking the first trustee financial services licence issued in more than two decades, Australian Unity has launched its trustee services business. Revealed in the group's interim results, Australian Unity Trustees will provide estate planning, trustee ...

Australian Unity buys Altius, sells down Wingate

JAMIE WILLIAMSON  |  THURSDAY, 12 JAN 2017
... the remainder of fixed interest manager Altius Asset Management. In a statement to Financial Standard, Australian Unity Wealth chief executive David Bryant said it is part of a strategy to broaden the firm's existing asset management capabilities in ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... comprehensive structural benefits and view the feature as an impressive intergenerational wealth transfer tool." Australian Unity general manager of life and super Matt Walsh said the upgrade follows a strong year for the bond, describing it as a competitive ...

Australian Unity appoints senior insto BDM

ALEX BURKE  |  THURSDAY, 27 OCT 2016
Australian Unity Funds Management has appointed a senior institutional business development manager. Boyd Lees joins Australian Unity from Citadel SPV, where he was a vice president - business development. He has also held senior roles at NAB, Pershing ...

AdviceIQ appoints former Premium Wealth CEO

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... being appointed a non-executive director of AdviserLogic. Notably he has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... key roles during his career including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian Ethical Investment and general manager of Glebe Asset ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... contributions of up to 125% of the previous year's contribution can be made each year," Rogan said. Elsewhere, Australian Unity's general manager life and super Matt Walsh agrees, believing that the continuing uncertainty around the future of superannuation ...