Australian Unity Wealth
Investment ManagementView the employees at
Australian Unity Wealth-
Sapphira Keleher Registry Services Manager at Australian Unity
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Greater Melbourne Area
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Rising Star
Elise Michelmore Head of Business Partnerships at Australian Unity-
Greater Melbourne Area
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Top 5%
Callum Yule, CFA Portfolio Analyst at Australian Unity-
Rising Star
Cindy Excell CFP® SSA® MAppFin Senior Financial Advisor | FPA Sydney Chapter Committee Member | Fitness Coach & PN Certified Nutrition Coach | Certified Personal Trainer | Fitness Lifestyle Advocate-
Greater Sydney Area
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Rising Star
Jessica Genniaux Brokerage Assistant Manager at Australian Unity Wealth-
Greater Melbourne Area
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Rising Star
Overview
Established in 1840, we were Australia’s first member-owned wellbeing company, delivering health, wealth and care services. We’re committed to real wellbeing for all Australians, and for us, real wellbeing means so much more than physical health. It’s about your standard of living and feeling safe in your home. It’s your personal relationships and being connected to your community. It’s about what you want to achieve in life, while having the security to get out and do what makes you happy. Being a member-owned company—also called a mutual— gives us the freedom to invest money back into the services and solutions that matter most to our members, customers and the Australian community. A financially secure future doesn’t happen without smart guidance and solid decision making. With our financial planning, advice and banking services, we’ll support you to make the most of your income.
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