Mitchell was most recently the director of Fund Services and co-head of Wealth Management for Australia at Standard & Poors.
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Prior to that Jeff also spent time in an advisory role, working directly with high net worth clients in a boutique financial planning business in Melbourne as well as developing and managing their investment process.
Australian Unity CEO Steve Davis said that the position was created in response to advisers’ demands for more assistance in constructing appropriate portfolios for their clients.
"The appointment of Jeff will ensure that our advisers have an expert resource in these very important areas, and will also ensure that our recommended list of investments is best-of-breed enabling robust portfolio construction," he added.
Australian Unity Personal Financial Services currently has 110 advisers and 20 mortgage brokers operating in all mainland states and ACT.
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