We offer financial planning and associated services through a partnership with Australian Unity.
This alliance with Australian Unity ensures we have full access to the research, administration and other services that usually only a major financial institution can afford, while still allowing our practice to stay small enough to provide friendly and personal services to our clients.
As you may know, Australian Unity is a major financial services institution with a heritage dating back to 1840 of helping Australians to secure their financial futures.
This pedigree and experience, combined with our leading edge strategic advice capability, means we are uniquely placed to offer you high quality personal financial services… each finely tuned to your particular needs to help you achieve your vision of a secure financial future.
The information provided on this website is general in nature. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your AUPFS Authorised Representative before you make any decision regarding any strategy or financial products mentioned in this site. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither AUPFS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
The Trustee for Plus Seven Financial Management Trust trading as Plus Seven Financial Management ABN 11 211 901 965 is a Corporate Authorised Representative (No. 1007915) of Australian Unity Personal Financial Services Ltd (AUPFS) ABN 26 098 725 145, an Australian Financial Service Licence holder (AFSL No. 234459).