Julie Orr
Director/Board Member at AUSTRALIAN ETHICAL INVESTMENT LIMITED
Profile
Julie Orr is currently a Non-Executive Director at Australian Ethical Investment Ltd., a Director at Ord Minnett Ltd., a Non-Executive Director at Australian Ethical Superannuation Pty Ltd., a Director at AvSuper Pty Ltd., a Director at Australian Ethical Foundation Ltd, a Director at Masters Swimming NSW, and a Senior Audit Manager at EY Port Jackson Partners.
In the past, she worked as a Director at Perennial Value Management Ltd.
and Ord Minnett Ltd., Director Finance-India & Asia Pacific at S&P Global Ratings Australia Pty Ltd., Director at Taxpayers Association of New South Wales, Director at Tax Payers Research Foundation Ltd., Group GM-Corporate Development & Operations at Insignia Financial Ltd., Head-Research at Morningstar, Inc., Chief Operating Officer at Ibbotson Pty Ltd.
and Ibbotson Associates, Inc., and Senior Manager-Audit at Ernst & Young LLP (United Kingdom).
Julie Orr active positions
| Companies | Position | Start |
|---|---|---|
| AUSTRALIAN ETHICAL INVESTMENT LIMITED | Director/Board Member | 19/02/2018 |
EY Port Jackson Partners
 EY Port Jackson Partners Real Estate DevelopmentFinance Part of Ernst & Young Global Ltd., EY Port Jackson Partners is an Australian company that provides real estate, precinct and project management services. The private company is based in Sydney, Australia. David Joseph Larocca has been the CEO of the company since 2006. | Comptroller/Controller/Auditor | - |
| Masters Swimming NSW | Director/Board Member | - |
AvSuper Pty Ltd.
 AvSuper Pty Ltd. Investment ManagersFinance AvSuper Pty Ltd. is a trustee of the AvSuper Fund, which has both accumulation and income stream USIs. The private company is based in Canberra, Australia and has subsidiaries in Australia. The Australian company will be closed on Monday, March 13th, 2023 due to a public holiday in ACT, VIC, and TAS. The CEO of the company is Michelle Wade. | Director/Board Member | - |
Australian Ethical Superannuation Pty Ltd.
 Australian Ethical Superannuation Pty Ltd. Investment ManagersFinance Part of Australian Ethical Investment Ltd., Australian Ethical Superannuation Pty Ltd. is a company that provides pension fund management services. The private company is based in Wollongong, Australia. The CEO of the company is John McMurdo. | Director/Board Member | - |
| Australian Ethical Foundation Ltd | Director/Board Member | - |
Ord Minnett Ltd.
 Ord Minnett Ltd. Investment ManagersFinance Ord Minnett Ltd. provides wealth management and financial services. It offers stockbroking, financial planning, superannuation and SMSF, cash, fixed interest securities, exchange traded funds, alternative investments, and estate planning. The company was founded in 1872 and is headquartered in Sydney, Australia. | Director/Board Member | - |
Former positions of Julie Orr
| Companies | Position | End |
|---|---|---|
| INSIGNIA FINANCIAL LTD. | Corporate Officer/Principal | 31/08/2019 |
| S&P Global Ratings Australia Pty Ltd. | Corporate Officer/Principal | 31/12/2007 |
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| INSIGNIA FINANCIAL LTD. | Finance |
| AUSTRALIAN ETHICAL INVESTMENT LIMITED | Finance |
| MORNINGSTAR, INC. | Finance |
| Private companies | 13 |
|---|---|
Perennial Value Management Ltd.
 Perennial Value Management Ltd. Investment ManagersFinance Perennial Value Management Ltd. (PVM) is an independent fund management firm headquartered in Sydney, Australia. The firm was founded by John Murray in 2000. PVM provides fund management services through equity ownership and the alignment of interests between key investment management staff and institutional and retail clients. | Finance |
Ord Minnett Ltd.
Ord Minnett Ltd. Investment ManagersFinance Ord Minnett Ltd. provides wealth management and financial services. It offers stockbroking, financial planning, superannuation and SMSF, cash, fixed interest securities, exchange traded funds, alternative investments, and estate planning. The company was founded in 1872 and is headquartered in Sydney, Australia. | Finance |
Ibbotson Pty Ltd.
 Ibbotson Pty Ltd. Investment ManagersFinance Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia. | Finance |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Founded in 1977, Ibbotson Associates Advisors LLC is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Morningstar, Inc. (NASDAQ: MORN). Their clients include mutual fund firms, banks, broker/dealers and insurance companies around the world. | Finance |
Ernst & Young LLP (United Kingdom)
 Ernst & Young LLP (United Kingdom) Packaged SoftwareTechnology Services Ernst & Young LLP engages in the provision of accounting services. The company was founded on April 6, 2001 and is headquartered in London, the United Kingdom. | Technology Services |
EY Port Jackson Partners
EY Port Jackson Partners Real Estate DevelopmentFinance Part of Ernst & Young Global Ltd., EY Port Jackson Partners is an Australian company that provides real estate, precinct and project management services. The private company is based in Sydney, Australia. David Joseph Larocca has been the CEO of the company since 2006. | Finance |
Australian Ethical Superannuation Pty Ltd.
Australian Ethical Superannuation Pty Ltd. Investment ManagersFinance Part of Australian Ethical Investment Ltd., Australian Ethical Superannuation Pty Ltd. is a company that provides pension fund management services. The private company is based in Wollongong, Australia. The CEO of the company is John McMurdo. | Finance |
AvSuper Pty Ltd.
AvSuper Pty Ltd. Investment ManagersFinance AvSuper Pty Ltd. is a trustee of the AvSuper Fund, which has both accumulation and income stream USIs. The private company is based in Canberra, Australia and has subsidiaries in Australia. The Australian company will be closed on Monday, March 13th, 2023 due to a public holiday in ACT, VIC, and TAS. The CEO of the company is Michelle Wade. | Finance |
| Australian Ethical Foundation Ltd | |
| Taxpayers Association of New South Wales | |
| Tax Payers Research Foundation Ltd. | |
| Masters Swimming NSW | |
| S&P Global Ratings Australia Pty Ltd. |
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