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Search ResultsShowing 1 - 6 of 6 results for "Unified Financial Services"
Advice firm merges with boutique
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners currently has $2 billion in client funds with ...
Advisers require entrepreneurial hat
KARREN VERGARA  |  MONDAY, 27 NOV 2017
... wondered why I never did it earlier and partly is because I just identified as a planner," she said. Unified Financial Services principal adviser Michelle Tate-Lovery said as a business owner for 23 years, it requires wearing multiple hats. For the first ...
Inconsistency, communication top adviser bugbears
KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... everything will work perfectly. Graham will co-present with Momentum Planning founder Philippa Elliott and Unified Financial Services managing director Michelle Tate-Lovery, providing practice owners with 10 practical tips to take home. For those attending ...
FPA awards Australia's best financial planners
MARK SMITH  |  MONDAY, 19 NOV 2012
... best interest," said Mark Rantall, chief executive of the FPA. Michelle Tate-Lovery of Carlton-based Unified Financial Services won the FPA Certified Financial Planner Professional Best Practice award. Tate-Lovery has contributed to the FPA Transition ...
Olivia Maragna wins AFA 2012 Adviser of the Year Award
MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
... Pacific), Jenny Brown (JBS Financial Strategists), Dennis Jones (Beacon Wealth) and Michelle Tate-Lovery (Unified Financial Services). "This journey has been both amazing and exhilarating and part of that has been through forming new friendships with ...
AFA names finalists for the Adviser of the Year Award
LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
... Retire; Jenny Brown, JBS Financial Strategists; Dennis Jones, Beacon Wealth; Michelle Tate, Lovery Unified Financial Services, and David Clark of Clark Pacific Financial Services. Richard Klipin chief executive at the AFA said that the future of advice ...
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