OUR ADVICE

Comprehensive Advice

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…

Learn More

8 Steps

In helping you create a secure financial future, we employ our disciplined 8-step financial advice process.

Learn More…

 

Gap analysis

Everyone has lifestyle and financial goals which are unique to them. It’s why everyone needs a financial plan which is tailored to their individual requirements.

Central to your financial plan will be a set of decisions that are yours alone. One of the most important…

Learn More…

Contact

P| 08 8130 5540 F| 08 8127 8016

E| email enquiries

 
Find us at 185 Fullarton Road, Dulwich SA 5065
 

Name
Email
Message

Yay! Message sent.
Error! Please validate your fields.

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).

View our Financial Services Guide (FSG)  FSG (AUPFS)  |  FSG (John Hockey)

Australian Unity Personal Financial Services is a wholly owned subsidiary of Australian Unity Limited. Australian Unity respects your privacy, refer to our Privacy Policy for more information.