Search ResultsShowing 1 - 9 of 9 results for "Emma Sakellaris"
Advisers forgo charitable conversations: Poll
KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... 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 of financial planning conversations - not ...
Australian Unity creates new partnerships role
ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
... to advisers and their clients, across multiple generations. Fenemor is based in Melbourne and will report to Emma Sakellaris, executive general manager of Australian Unity Trustees. Sakellaris said: "Two key areas of strategic growth for Australian Unity ...
Choice outweighs balance for women
KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... 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 spent away from the workforce to raise children ...
Wills are an afterthought for the rich: Lawyer
KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... in "considerable dissipation of estate assets," the law firm said. Australian Unity Trustees general manager Emma Sakellaris, who also spoke at the event, is seeing "fast track to inheritance" scenarios among families whereby parents live longer and ...
Australian Unity Trustees signs tech partnership
JAMIE WILLIAMSON  |  MONDAY, 4 JUN 2018
... transformation and growth strategy, Australian Unity said. Australian Unity Trustees executive general manager Emma Sakellaris said: "We are pleased to be partnering with Bravura as we continue to position our business for growth." Likewise, Bravura ...
Advice clients demand philanthropic conversations
KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... and empowers smaller groups in the community, she added. Australian Unity Trustees executive general manager Emma Sakellaris said another noticeable trend, particularly among younger generations, is the transparency of philanthropic activities. "In the ...
Advisers can benefit from the spirit of giving
JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... Trustees. While giving increases as the festive season nears, Australian Unity Trustees' executive general manager Emma Sakellaris is reminding advisers that one-off charitable donations don't provide a sustainable solution for the hardships their clients ...
Trustee business names philanthropy manager
DARREN SNYDER  |  TUESDAY, 4 APR 2017
... Trustees and Trust Company. She is based in Melbourne and will report to Australian Unity Trustees general manager Emma Sakellaris. Sakellaris said philanthropy will be an extremely important part of the business. "The two main areas of focus for Australian ...
Australian Unity appoints trustee GM
DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... 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 team to provide ...
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