Andrew Sisson
Director/Board Member at DIVERSIFIED UNITED INVESTMENT LIMITED
Net worth: 406 080 $ as of 30/03/2024
Profile
Andrew Roy Newbury Sisson is the founder of Balanced Equity Management Pty Ltd., which was founded in 1988.
He held the position of Managing Director & Chief Investment Officer until 2019.
Currently, he is a Non-Executive Director at Diversified United Investment Ltd., a Director at Save the Children Australia, a Director at Opera Australia, a Council Member at the University of Melbourne, and a Trustee at Helen Macpherson Smith Trust.
He previously served as a Member of the Australia Takeovers Panel and as a Trustee of The National Gallery of Victoria.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 26/12/2023 | 123,992 ( 0.06% ) | 406 080 $ | 30/03/2024 |
Andrew Sisson active positions
| Companies | Position | Start |
|---|---|---|
| DIVERSIFIED UNITED INVESTMENT LIMITED | Director/Board Member | 19/04/2022 |
Opera Australia
 Opera Australia Movies/EntertainmentConsumer Services Opera Australia provides live theatrical presentations. The private company is based in Sydney, Australia. Fiona Allan has been the CEO of the Australian company since 2021. | Director/Board Member | 31/12/2016 |
Helen Macpherson Smith Trust
 Helen Macpherson Smith Trust Investment Trusts/Mutual FundsMiscellaneous Helen Macpherson Smith Trust is an independent philanthropic trust that was established in 1951 by Helen Macpherson Schutt. The private company is based in Melbourne, Australia. The trust was created with a majority of her wealth to benefit Victorian charitable institutions. The trust has a long history of supporting environment and conservation organizations and activities in Victoria. Applications for community grants open on February 1st and close on March 1st. | Director/Board Member | 31/12/2019 |
Save the Children Australia
 Save the Children Australia Services to the Health IndustryHealth Services Save the Children Australia operates as a aid and development agency dedicated to helping children. It protects children from harm and help them access quality education and health services. The company was founded by Eglantyne Jebb in 1919 and is headquartered in Carlton, Australia. | Director/Board Member | - |
University of Melbourne
 University of Melbourne Other Consumer ServicesConsumer Services The University of Melbourne, founded in 1853, is a world-renowned institution located in Parkville, Australia. The university is a leader in education, teaching, and research, offering a wide range of coursework and research programs. | Corporate Officer/Principal | 31/12/2019 |
Former positions of Andrew Sisson
| Companies | Position | End |
|---|---|---|
The National Gallery of Victoria
 The National Gallery of Victoria Other Consumer ServicesConsumer Services The National Gallery of Victoria operates as an art museum. The non-profit company is based in Melbourne, Australia. | Director/Board Member | - |
| Australia Takeovers Panel | Corporate Officer/Principal | - |
Balanced Equity Management Pty Ltd.
 Balanced Equity Management Pty Ltd. Investment ManagersFinance Balanced Equity Management Pty Ltd. (BEM) is the Australian fund management subsidiary of Franklin Templeton Investments (Australia) Ltd., itself a subsidiary of Franklin Resources Inc. (NYSE: BEN) in the US. The firm was founded by Andrew Sisson in 1988 and is headquartered in Melbourne. BEM manages equity funds for wholesale clients. | Chief Executive Officer | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
| Australia Takeovers Panel | Government |
Diversified United Investment Ltd.
 Diversified United Investment Ltd. Investment Trusts/Mutual FundsMiscellaneous Diversified United Investment Ltd. operates as a mutual fund closed-end trust, which engages in the investments of Australian equities, listed property trusts, and international equities. It aims to provide shareholders with dividends and capital appreciation over the longer term within acceptable levels of risk. The company was founded in 1991 and is headquartered in Melbourne, Australia. | Miscellaneous |
Balanced Equity Management Pty Ltd.
Balanced Equity Management Pty Ltd. Investment ManagersFinance Balanced Equity Management Pty Ltd. (BEM) is the Australian fund management subsidiary of Franklin Templeton Investments (Australia) Ltd., itself a subsidiary of Franklin Resources Inc. (NYSE: BEN) in the US. The firm was founded by Andrew Sisson in 1988 and is headquartered in Melbourne. BEM manages equity funds for wholesale clients. | Finance |
Save the Children Australia
Save the Children Australia Services to the Health IndustryHealth Services Save the Children Australia operates as a aid and development agency dedicated to helping children. It protects children from harm and help them access quality education and health services. The company was founded by Eglantyne Jebb in 1919 and is headquartered in Carlton, Australia. | Health Services |
Opera Australia
Opera Australia Movies/EntertainmentConsumer Services Opera Australia provides live theatrical presentations. The private company is based in Sydney, Australia. Fiona Allan has been the CEO of the Australian company since 2021. | Consumer Services |
The National Gallery of Victoria
The National Gallery of Victoria Other Consumer ServicesConsumer Services The National Gallery of Victoria operates as an art museum. The non-profit company is based in Melbourne, Australia. | Consumer Services |
Helen Macpherson Smith Trust
Helen Macpherson Smith Trust Investment Trusts/Mutual FundsMiscellaneous Helen Macpherson Smith Trust is an independent philanthropic trust that was established in 1951 by Helen Macpherson Schutt. The private company is based in Melbourne, Australia. The trust was created with a majority of her wealth to benefit Victorian charitable institutions. The trust has a long history of supporting environment and conservation organizations and activities in Victoria. Applications for community grants open on February 1st and close on March 1st. | Miscellaneous |
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