That makes seven new practices in the last six months.
General Manager Advice of Australian Unity Personal Financial Services, Mr Paul Harding-Davis, said the increase in the number of practices reflects “the attractiveness to advisers of our relationship-based full service offering, our broad open-architectured APL and our Accountant Partnership Program”.
“In addition, the fact we are a mutual organisation focused on helping our advisers improve the financial well-being of their clients, and not a bank or life insurance company, means advisers see us as being favourably positioned between the institutions and the self licencing option,” Mr Harding-Davis added.
“We are a good option for those advisers who want a financially-strong, compliance-focused and well-resourced licencee and who also want the freedom that comes with a broad APL for wrap accounts, direct and managed investments, and risk insurance,” he said.
Australian Unity Personal Financial Services currently has 102 planning practices, 185 advisers and 24 mortgage brokers operating in all mainland states and the ACT.
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