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Showing 1 - 10 of 110 results for %22Australian Unity Wealth%22

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... strong, unified industry voice that ensures reform remains a priority for the government. The FSC also appointed Australian Unity chief executive for wealth and capital markets Esther Kerr and J.P. Morgan Asset Management chief executive for Australia ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly Henderson Matusch) took over PFS from Australian Unity for an undisclosed amount. Nestworth acquired Australian Unity's employed adviser and corporate superannuation services ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... by AZ NGA-backed Nestworth Financial Strategists in partnership with Fortnum Private Wealth. Barrett said the Australian Unity deal is just the latest in a series of transactions enabled by AZ NGA. "We have so much conviction that advice businesses need ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... advice, $200 million in life insurance premiums, and leverage a network of 400 advisers across Australia. Australian Unity wealth and capital markets chief executive Esther Kerr said the transaction will enable its advice business to increase scale and ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... Management's head of institutional portfolio management and solutions, a role she took in 2018. She was previously Australian Unity Investments' head of investment product and strategy. Fitzgerald served in various senior positions that included ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... seeks to further overhaul its business. In July, the company announced it was selling its investment bonds unit to Australian Unity's Lifeplan Friendly Society. This was soon followed by plans to transform the advice business, consolidating all self-employed ...

First Australians Capital appoints managing partner, receives $9m backing

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... globally, facilitating trade, investment, and cultural exchange. Saulo also previously spent over three years at Australian Unity in various roles, including head of partnership investments. He said, following his time in the US, it's exciting to ...

Insignia offloads investment bonds unit

KARREN VERGARA  |  MONDAY, 24 JUL 2023
Insignia Financial has divested its investment bonds business for $40 million to Australian Unity in a bid to pay off debt. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... need to solve for the fear of running out. To give people the confidence to spend their own money," he said. Australian Unity Group chief executive for wealth & capital markets Esther Kerr believes that resolving the fear surrounding retirement isn't ...

Australian Unity buys up hospital land

CHLOE WALKER  |  MONDAY, 26 JUN 2023
... into a private hospital, allied healthcare, and retail facilities in a mixed-use town centre. It comes after Australian Unity reopened its fund in March to raise $350 million for upcoming deals and developments. Australian Unity assistant fund manager ...
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