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Everything from JANA

JANA recognises senior talent

From JANA

JANA Investment Advisers (‘JANA’) has announced a series of senior promotions, recognising the outstanding contributions of its team members and reinforcing its commitment to helping clients in achieving robust, long-term

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14 Nov 2025

JANA strengthens senior investment ranks across asset classes

From JANA

JANA Investment Advisers (‘JANA’) is pleased to announce a series of senior appointments, further strengthening its capabilities across infrastructure, alternatives, and sustainability. These appointments reflect JANA’s ongoing investment in talent

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24 Oct 2025

JANA appoints Linda Trusler as Senior Consultant, expanding not- for-profit consulting team

From JANA

JANA Investment Advisers (‘JANA’) is pleased to announce the appointment of Linda Trusler as Senior Consultant. This addition further strengthens JANA’s expanding consulting capabilities in the Not-for-Profit (NFP) sector, supporting

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31 Jul 2025

JANA Expands Wealth Business with Senior Investment Consultant Appointment

From JANA

JANA Investment Advisors (JANA) is pleased to announce the appointment of David Wilson as Senior Investment Consultant, reinforcing its commitment to the Wealth sector. David will play a key role in growing JANA

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21 Mar 2025

JANA strengthens capabilities and expands research expertise

From JANA

JANA Investment Advisers (‘JANA’) has announced several key appointments and promotions, underscoring the firm’s commitment to advancing its capabilities, supporting business growth, and delivering exceptional outcomes for clients. Promotions and

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10 Feb 2025

JANA appoints Enda Mahoney to help drive the next phase of its successful data transformation journey

From JANA

JANA Investment Advisors (‘JANA’) is pleased to announce the appointment of Enda Mahoney as General Manager of Technology and Data, effective 18 November 2024. Enda will report directly to JANA’s

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22 Nov 2024

LeavePlus appoints JANA Investment Advisers as asset consultant

From JANA

Investment advisers as asset consultant LeavePlus and JANA Investment Advisers (JANA) are pleased to announce the appointment of JANA as the asset consultant for LeavePlus, the $2 billion portable long

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18 Oct 2024

JANA continues wealth expansion with Investor Wealth Pty Ltd Collaboration

From JANA

JANA Investment Advisers (‘JANA’) has announced a new agreement to deliver tailored managed account services to Investor Wealth Pty Ltd, a Melbourne based financial advice firm. This follows the recent

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15 Aug 2024

JANA expands key wealth offering with new agreement to deliver investment consulting to Wealthtrac

From JANA

JANA Investment Advisers (‘JANA’) and Wealthtrac, a leading Separately Managed Accounts (SMA) aggregator, have today announced a new agreement under which JANA will provide comprehensive investment consulting services to Wealthtrac.

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25 Jul 2024

JANA boosts governance with two new board members

From JANA

Australia’s largest investment consultancy, JANA, is pleased to announce the appointment of two distinguished leaders to its board as independent directors. Margie Seale joins as a non-executive director and brings a

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11 Sep 2023

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]