How we work with you 

The business model traditionally used by licencees is flawed because it does not allow for proper alignment of the interests of the licencees and their financial advisers. And whenever a licencee and its advisers do not share a common perspective, there will always be tensions, frustrations and, ultimately, failure.

That’s why our business model was designed to equally suit both us and our financial advisers from a financial perspective, as well as to ensure that the Australian Unity brand and the brands of each adviser are protected and enhanced through our mutually beneficial partnership. As a result, we have a vested interest to ensure we help our advisers build more efficient, sustainable, client focused, compliant, future proofed, and profitable practices. We do that by:

• Giving our advisers access to our ever-growing number of referring accountants, mortgage brokers and other centres-of-influence
• Listening to our advisers and then modifying our service offering accordingly to ensure we provide them with the most appropriate and relevant front and back office support
• Providing strategic advice and mentoring on how to run their practices more efficiently – within the regulatory environment of the day – via regular meetings with members of our senior management team (which is one of the most experienced teams in the industry)
• Supporting our advisers with leading edge software, compliance, investment, insurance and technical assistance and training 
• Inviting our advisers to participate in our comprehensive, tailored Practice Development Program 
• Providing access to our comprehensive library of marketing materials and client educational documents and e-newsletters 
• Training advisers on how to build stronger rapport with clients and COIs – leading to higher conversion rates and increases in revenue
  and profits.

We would welcome the opportunity to share more of the Australian Unity Personal Financial Services story with you. We believe our strong community history and enviable reputation, as well as our adviser centric value proposition, provide a compelling and  unparalleled opportunity for well-qualified professionals to build a better practice.

And, once you get to know us, we believe you will see that too.

For more information

If you would like to find out more on how Australian Unity could help you build a practice which is more efficient, sustainable, client focussed, compliant, future proofed, and profitable, please call Elise Michelmore on: (03) 8682 6348. Or email Elise on EMichelmore@australianunity.com.au