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Showing 1 - 10 of 11 results for michelle tate lovery

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... 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 offices in Sydney ...

FPA announces three board additions

ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
... with Future2. The three appointments follow the expiry of terms for board members Marisa Broome, Delma Newton and Michelle Tate-Lovery in November 2020. However, Broome has been appointed by the board as an additional director and will continue as FPA ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
... the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow, boasts a packed ...

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... financial services roles, and private practice," he said. In late November 2017, the FPA appointed financial adviser Michelle Tate-Lovery to the board and re-elected Marisa Broome and Delma Newton.

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... 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 time in 2000, she took ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... 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 the session, Graham said it'll be ...

FPA awards Australia's best financial planners

MARK SMITH  |  MONDAY, 19 NOV 2012
... and professional financial planner acting in their 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. ...

Olivia Maragna wins AFA 2012 Adviser of the Year Award

MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
... Associates), David Clark (Clark 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 ...

AFA names finalists for the Adviser of the Year Award

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
... Associates; Olivia Maragna - Aspire 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 ...

AFA announces finalists

STAFF REPORTER  |  WEDNESDAY, 26 SEP 2012
... boasts the lion's share of finalists with Jenny Brown of JBS Financial Strategists, Dennis Jones of Beacon Wealth and Michelle Tate of Lovery, United Financial Services all from the state. David Clark of Clark Pacific Financial Services from NSW, Mark ...
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