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Partner with us

Adviser Partnership Program

We understand that in the ever-changing financial world, consistent, timely and effective support from your licensee is essential.

We are a full service, hands-on licensee. We aim to provide all the support services you need, as well as individual guidance, to help you provide a robust service to your clients and help ensure they achieve their vision of a secure financial future.

We’ll also help you manage your practice more efficiently and effectively, and grow your client base, revenue and profit.

Adviser Support Services to help you grow

  • Participation in our Accountants Partnership Program
  • Our extensive Practice Development Program
  • A strong and trusted brand
  • A robust and client-focused investment philosophy
  • A modern fee-for-service model for clients
  • Best of breed licensee services
  • We will work with you on compliance
Important Information

Australian Unity Personal Financial Services Ltd (‘AUPFS’) ABN 26 098 725 145, AFSL & Australian Credit Licence 234459. AUPFS is a wholly owned subsidiary of Australian Unity Limited. Any advice on this site is general only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making any decisions. Please refer to our Financial Services Guide.

Contact a financial professional

Speak with us today

Mon-Fri 8.30am - 5.30pm AEST
Call 1300 700 189