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
pilot, snowball, outlook, salaried, strategies, sunadvice, planners, planner, sunsuper, arrangement, subsidiary, rolled
Investments
The demand for AI driving data centre construction might be “insatiable”, but the chief investment officer of the $166 billion UniSuper thinks that investors could be taking on technology debt and misreading the regulatory tea leaves as they rush to buy digital infrastructure.
Leave a Comment
You must be logged in to post a comment.