Equity Trustees appoints GM charitable trusts and philanthropy

26 July 2017
| By Staff |
image
image
expand image

Equity Trustees has appointed a new general manager, charitable trusts and philanthropy.

The company announced this week it had appointed former National Australia Bank (NAB) executive, Jodi Kennedy to the role.

It said it represented a strategic role responsible for leading the specialist trustee company, which distributes more than $70 million annually to Australia’s charitable and not-for-profit (NFP) sector.

Confirming the appointment, Equity Trustees managing director, Mick O’Brien said the company warmly welcomed Kennedy to the executive team.

Kennedy joined Equity Trustees on 24 July and for the past 10 years had been at NAB in the corporate social responsibility team, where she was head of community engagement.

The announcement said the Equity Trustees combined general manager role was newly created after a restructure early this year to bring together charitable trust management and the existing philanthropy services – which included the widespread granting program, and services to living and new philanthropic donors.

The unit sits within the Trustee and Wealth Services (TWS) division of Equity Trustees.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND