Australian Retirement Trust appoints Head of Investment Resilience and Planning

Tue, 07 Nov 2023 20:50:04 +0000

Jody Fitzgerald

Australian Retirement Trust (ART), one of Australia’s largest superannuation funds, has announced the appointment of Jody Fitzgerald as Head of Investment Resilience and Planning.

The recently created role is accountable for ensuring investment portfolios and investment capability can consistently and effectively navigate and adapt to diverse investment landscapes resulting in optimal returns across market cycles.

ART’s Chief Investment Officer, Ian Patrick said the appointment was an integral step to set the team up for continued success in guarding and growing the retirement savings of our members.

“Australian Retirement Trust invests more than $260 billion on behalf of our more than 2.3 million members, which is a responsibility we take very seriously,” Mr Patrick said.

“Jody brings to Australian Retirement Trust a wealth of capability and experience in investment management and business leadership roles, and we look forward to her contribution to deliver on our vision to be Australia’s most chosen and trusted retirement partner. “

Jody joins ART from Morningstar Investment Management, where she was Head of Institutional Portfolio Management and Solutions and will commence at ART in late January 2024.

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AFA announces 2019 AFA National Roadshow

Sun, 28 Apr 2019 21:45:20 +0000

Philip Kewin

The Association of Financial Advisers (AFA) National Roadshow (the Roadshow), which kicks off in Hobart on 29 May 2019, will follow hot on the heels of this year’s Federal Election, giving delegates the opportunity to hear the AFA’s early insights into the post-election political landscape and what it means for the advice community.

AFA CEO Philip Kewin said, “As well as reviewing the likely impact of the Federal Election, our policy update will also review the rapid changes in the world of advice, in terms of education and ongoing developments post Royal Commission, and what it will mean for advisers and their businesses, now and in the future.”

Mr Kewin said the aim of the AFA’s Roadshow is to not only provide a timely post election update, but also to cut through the noise and inspire advisers through knowledge sharing and practical tips from award winning advisers who are creating their own future through advice excellence. “Our program is very much focussed on delivering practical content that is useful, timely and relevant to advisers in their practices.”

Also visiting Adelaide, Perth, Melbourne, Canberra, Sydney and Brisbane, the Roadshow will feature the AFA’s 2018 award-winning advisers Hugh Robertson, Troy MacMillan and Cara Graham, and Donna Lee Powell who will be sharing what motivates them to deliver the best for their clients and their journeys to achieving advice excellence.

Morningstar presenter, Jody Fitzgerald, will deliver a session which uncovers solutions to the challenges of keeping clients engaged with their financial strategy and an AFA Inspire Masterclass delivered by Jennifer Whelan, Director of Psynapse Psychometrics, will look at the latest in innovative cognitive science research, designed to help people thrive, both personally and professionally.

View the program and to register for the AFA National Roadshow.

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AdviserVoiceJody Fitzgerald Archives - AdviserVoice

Australian Retirement Trust appoints Head of Investment Resilience and Planning

Australian Retirement Trust (ART), one of Australia’s largest superannuation funds, has announced the appointment of Jody Fitzgerald as Head of Investment Resilience and Planning.

AFA announces 2019 AFA National Roadshow