Welcome to Australian Unity Personal Financial Services - Accountants 


Financial Planning Services - Accountants About UsHow we work with youOur Services

Find out how you can offer professional financial advice, investment, insurance, superannuation & finance broking services - in-house or outsourced - with the help of Australian Unity. We can help you multiply your revenues - and the value of your practice - without having to find new clients.

For more information, download our brochure, view our DVD, or call Elise Michelmore for a confidential discussion on (03) 8682 6348 or email EMichelmore@australianunity.com.au

 

   

 

 

 

 

Limited Authority Service Brochure

 

 

 

 

The Facts about limited Licensing

Free video

 

 

 

 

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Australian Unity named as a finalist in IFA Excellence Awards

IFA magazine has announced that we are a finalist in the 'Licensee of the Year' category of the ifa Excellence Awards.
The winner will be announced on 14 August 2014.

According to IFA, "The ifa Excellence Awards highlights what it takes to be successful within the industry and recognises those advisers and licensees that have gone above and beyond over the past year, providing a benchmark for others to strive towards. These awards are the pinnacle of professionalism and innovation within the industry and congratulations to all of the finalists for driving the independent advice sector to new levels of excellence."

Video Downloads
Here’s how you can easily and profitably add Financial Advice,
Risk Insurance &
Home Loans to your client services

 
Elise Michelmore
Australian Unity

View Video

Peter Locandro
Partner
ZJL Partners

View Video

Kathy Martinello
Partner
Accrue Wealth

View Video

 

Greg Diamond
Partner
More Than Numbers

View Video

Julian Sellings
Partner
Booth Cartledge Sellings

View Video

Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS & Australian Credit Licence No. 234459, 114 Albert Road South Melbourne VIC 3205.
Australian Unity Personal Financial Services is a wholly owned subsidiary of Australian Unity Limited.
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