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Australian Unity acquires Bridgeport Financial Services

Announcement

On 1 March 2018, Australian Unity Personal Financial Services Limited (Australian Unity) acquired the business of Bridgeport Financial Services Pty Ltd., (Bridgeport).

Last year, Bridgeport’s parent company, Netwealth, announced it would sell its financial advice subsidiaries to focus on its platform and managed account solutions.

Netwealth’s key priority in looking for an acquirer for Bridgeport was to ensure that existing clients and staff would be well cared for. 

As a result Netwealth chose Australian Unity because of our focus on caring for clients, our long track record in delivering customers the highest quality financial advice and our strong and trusted position in the market.

About Australian Unity

The Australian Unity Group is a mutual organisation that has been helping Australians thrive for more than 175 years in the areas of Health, Wealth and Living. 

 Australian Unity Personal Financial Services is focused on the provision of high quality financial advice and services, which significantly improves clients and members financial wellbeing, which is a key contributor to helping them thrive. 

Australian Unity and Bridgeport both believe that good advice can be life changing.

Important Information

Financial advice referred to on this site is provided by Australian Unity Personal Financial Services Ltd (‘AUPFS’) ABN 26 098 725 145, of 114 Albert Road, South Melbourne, VIC 3205, AFSL & Australian Credit Licence 234459. AUPFS is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general advice only and does not take into account the objectives, financial situation or needs of any particular person. It does not represent legal, tax, or personal advice and should not be relied on as such. You should obtain financial advice relevant to your circumstances before making any decisions. AUPFS is a registered tax (financial) adviser and any reference to tax advice contained in this material is incidental to the general financial advice it may contain. You should seek specialist advice from a tax professional to confirm the impact of this advice on your overall tax position. Information on this site is intended for Australian residents only and any access to this material via the internet is subject to the Terms and Conditions of Use of our website and our Privacy Policy. Please refer to our Financial Services Guide or Credit Guide. 

Nothing on this site represents an offer or solicitation by AUPFS in relation to securities or investments in any jurisdiction. Where a particular financial product is mentioned, you should consider the Product Disclosure Statement before making any decisions in relation to the product and Australian Unity makes no guarantees regarding future performance or in relation to any particular outcome. Whilst every care has been taken in the preparation of this information, it may not remain current after the date on which it is published and AUPFS and its related bodies corporate make no representation as to its accuracy or completeness.

© Copyright 2016 Australian Unity Limited