Sunsuper is conducting a pilot program of a financial planning call centre, which members can contact to receive advice relating to superannuation.
The call centre can give basic advice on investment options, contribution strategies and insurance. Sunsuper’s regular call centre staff will be able to refer members to the member advice centre for more complex information. The centre has four staff with the relevant financial planning qualifications. It is currently in a pilot phase but will be rolled out more widely later this year and early next year. Sunsuper provides financial advice to members via its 6 planner strong SUNAdvice and also via an arrangement with Outlook Financial Services. Outlook is a subsidiary of the Snowball Group. Its planners are salaried and it has close to $1.8 billion in funds under advice. Sunsuper has over $8 billion in funds under management and 850,000 members.
26 September 2006 00:00
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Investments
Ryan Riedler, head of ASX core strategy, Australian equities at Cbus, says the fund will look to generate alpha locally through engagement and that internalisation will help it strengthen its connection with other market participants, as well as its brokers and service providers.
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