Search Results | Showing 1 - 10 of 23 results for "Australian Unity Personal Financial Services" |
| | | ... corporate superannuation services business. Concurrently, Fortnum is set to purchase Australian Unity Personal Financial Services (PFS), the entity holding the advice AFSL. The private wealth company will continue to provide licensing and business support ... |
| | | | Austbrokers Life and Australian Unity Personal Financial Services (AUPFS) are partnering to offer clients access to a broader set of capabilities focused on enhancing financial wellbeing. AUPFS will deliver strategic and other support to Austbrokers ... |
| | | | A former authorised representative of Australian Unity Personal Financial Services was handed a five-year ban for telling clients MySuper options are more expensive and to opt out of the products. Christopher Chan will serve a five-year ban for writing ... |
| | | | ... dealer group has added its third former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. ... |
| | | | ... and varied superannuation positions," he said. The move was earmarked in 2015, when Australian Unity Personal Financial Services acquired estate planning firm Flinders Australia, giving Australian Unity access to Flinders' estate planning, executor and ... |
| | | | ... non-executive director of AdviserLogic. Notably he has been the general manager - advice for Australian Unity Personal Financial Services and the chief executive of Premium Wealth Management. AdviceIQ Partners is a boutique, service focused advice group ... |
| | | | ... including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian Ethical Investment and general manager of Glebe Asset Management. "In appointing ... |
| | | | ... all underlying Australian Unity businesses, with the fastest-growing channel being Australian Unity Personal Financial Services, which reported a 254.2% increase in earnings before interest, tax, depreciation and amortisation to $1.7 million. Independent ... |
| | | | Australian Unity Personal Financial Services has acquired three new adviser practices. This brings the total number of practices under the Australian Unity brand to 102, comprising 185 advisers and 24 mortgage brokers. Australian Unity Personal Financial ... |
| | | | ... services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney, Davis noted that traditionally ... |
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