Equity Trustees appoints GM charitable trusts and philanthropy
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.
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
