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Showing 1 - 10 of 15 results for "Emma Sakellaris"

Advisers shoulder massive wealth transfer

KARREN VERGARA | FRIDAY, 7 JUN 2024

... the average age of a recipient is a 50-year-old inheriting $125,000. Foresters Financial chief executive officer Emma Sakellaris says for many beneficiaries, windfalls will expose a huge gap in their lack of knowledge about finance and investments. It ...

Foresters Financial launches tax-effective education bond

ANDREW MCKEAN | MONDAY, 21 AUG 2023

... It permits contributions from blended families, grandparents, relatives, and friends. Foresters chief executive Emma Sakellaris said: "A key aspect of education bonds is the variety of ways it can be used and the flexibility it provides, including tax ...

Former super fund investment chief lands new gig

CHLOE WALKER | WEDNESDAY, 17 MAY 2023

... referral partners, investors and their families, over multiple generations," Foresters Financial chief executive Emma Sakellaris said. "As a firm we are heading into a period of substantial growth, with several exciting announcements in the coming months ...

Foresters appoints chief risk officer

ANDREW MCKEAN | THURSDAY, 19 MAY 2022

... appointed Greg Hanigan as chief risk officer. Hannigan will be based in Melbourne and report to chief executive Emma Sakellaris. Most recently Hannigan worked in risk compliance at IOOF and NAB as a senior risk partner. Before this, he spent 12 years ...

Foresters Financial appoints head of partnerships

ANDREW MCKEAN | THURSDAY, 12 MAY 2022

... relationship management and project management. She will be based in Melbourne and will report to chief executive Emma Sakellaris. Liakopoulos joins from Career Money Life (CML) where she was head of client development. In this role, she was responsible ...

Foresters Financial appoints chief executive

KARREN VERGARA | MONDAY, 10 JAN 2022

... former Australian Unity executive has taken on the reins at Foresters Financial as chief executive. In December, Emma Sakellaris was appointed chief executive of Foresters Financial, a provider of investment, funeral and insurance products with $390 ...

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

... provide 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 ...

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

... resulting 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 ...

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Settlement reached in Caddick class action

ELIZA BAVIN | 12:27PM

Lawyers leading the class action said they feel the settlement is a "great outcome" for the applicants.

Platinum, Regal put acquisition talks to bed

JAMIE WILLIAMSON | 12:16PM

After completing due diligence, Regal Partners says it is no longer interested in acquiring Platinum Asset Management. It comes as the latter confirms its first deal under the new Platinum Partner Series initiative.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

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Kellie Wood

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Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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