With an extensive background in financial services, Mr Gregory will have end-to-end responsibility for education, guidance and advice — general, intrafund and comprehensive personal — to drive member engagement and satisfaction across UniSuper’s 500,000 members, the fund said in a statement on Thursday.
UniSuper has high hopes that Mr Gregory and his team will “uplift” the fund’s advice offering, while exploring the provision of cost-effective digital advice to assist more members in building their retirement.
Last year, UniSuper’s advice team is said to have supported over 74,000 advice interactions, with more anticipated in the coming period.
Commenting on his appointment, Mr Gregory said: “Financial advice is one of the most important investments an Australian can make in their future. Taking the time to seek advice today can transform your future. That’s why UniSuper is such an exciting fund to be a part of, with its advice offering central to its long-term strategy.”
“I’m delighted to join a team which prioritises access to affordable, accessible and high-quality advice for all UniSuper members — and I’m looking forward to bringing my knowledge and experience to help deliver retirement outcomes for members.”
Mr Gregory’s recent roles included the CEO of Arrow Private Wealth, general manager of MLC Advice, where he led NAB’s national employed advice network and general manager of NAB’s regional retail banking network in Victoria and Tasmania.
