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Showing 1 - 7 of 7 results for "Foresters Financial"

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... The Productivity Commission estimates 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 ...

Foresters Financial launches tax-effective education bond

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
Foresters Financial has rolled out a new education bond, offering a tax-effective avenue for families to save for their children's education. The education bond operates under a "scholarship plan" framework, allowing bond administrators to benefit from ...

Former super fund investment chief lands new gig

CHLOE WALKER  |  WEDNESDAY, 17 MAY 2023
Foresters Financial has appointed former Media Super executive Michael McQueen as its new chief investment officer. McQueen brings 15 years' experience in financial services to Foresters, including extensive experience in super fund mergers, most recently ...

Foresters appoints chief risk officer

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Foresters Financial has 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 ...

Foresters Financial appoints head of partnerships

ANDREW MCKEAN  |  THURSDAY, 12 MAY 2022
Foresters Financial has appointed Jenny Liakopoulos to the newly created role of head of partnership. Liakopoulos has more than 15 years' experience in financial services in business development, client relationship management and project management. ...

Foresters Financial appoints chief executive

KARREN VERGARA  |  MONDAY, 10 JAN 2022
A 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 ...

Macquarie expands US funds management

KANIKA SOOD  |  FRIDAY, 12 APR 2019
... Cetera Financial Group which is looking to buy select assets of the US brokerage and advisory business of Foresters Financial Services. Shawn Lytle, global head of Macquarie Investment Management and president of Delaware Funds by Macquarie said the ...
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