Australian Unity

Our partnership

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.

180 years experience

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.

With our skills combined, we will help you achieve your vision of a secure financial future.

Contact us

Call or email us to discuss your financial opportunities today.

‭08 8130 5500

Find us

Suite 1, 1 Alexandra Avenue, Rose Park
Adelaide SA 5067

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9am to 5pm, Monday to Friday

Let's chat

Let's meet up for a coffee or arrange a phone chat to discuss your opportunities.

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Financial Planning
Wealth Creation
Estate Planning
Personal Insurance