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Showing 21 - 30 of 47 results for "Personal Financial Services"

Australian Unity sees steady profit growth

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
... 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 acquires three new practices

ALEX BURKE  |  THURSDAY, 3 DEC 2015
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 ...

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... 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 ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
Australian Unity Personal Financial Services has acquired four new advice practices. This brings the total number of financial planning practices under the Australian Unity licence to 101, and the total number of advisers to 183. Although the four new ...

Aged care advice enquiries skyrocket

ALEX BURKE  |  FRIDAY, 3 JUL 2015
... have left consumers confused and enquiries to advisers have "skyrocketed" recently, Australian Unity Personal Financial Services head of financial advice Craig Meldrum said. Speaking to Financial Standard, Meldrum said that since July last year, "the ...

Australian Unity to acquire estate planning firm

ALEX BURKE  |  FRIDAY, 26 JUN 2015
Australian Unity Personal Financial Services will acquire estate planning firm Flinders Australia. As per the agreement, the acquisition will complete on July 1 and will give Australian Unity access to Flinders' estate planning, executor and trust administration ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
Australian Unity Personal Financial Services (Australian Unity) has acquired nearly 97% of Premium Wealth Management. Premium Wealth shareholders almost unanimously accepted the acquisition offer, with the transaction being completed on 22 December. ...

New players need support to enter financial services: Coles

LAURA MILLAN  |  FRIDAY, 5 SEP 2014
... financial services industry. In a submission to the inquiry Coles noted that "retail group offerings in personal financial services in offshore markets have demonstrated its importance in driving innovation, competition and greater consumer choice." ...

PROFILE: Australian Unity PFS CEO Steve Davis

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... and became his passion, he tells Laura Millan. Today, Davis is chief executive at Australian Unity Personal Financial Services. The company's recent bid to acquire Premium Wealth Management made the headlines; not only because the buyout fits with the ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 11 AUG 2014
... look at the managed accounts in the first of a two-part special. We also profile Australian Unity Personal Financial Services chief executive Steve Davis look at the opportunities for advisers in 'digital advice.' You can read these articles on your ...