Australian Unity Financial Planning has been steadily growing with seven advisers forming their own practices in New South Wales under the licensee.
Australian Unity Financial Planning has been steadily growing with seven advisers forming their own practices in New South Wales under the licensee.
Jeff Howard will establish his practice in Port Macquarie. He last worked for Bridges Financial Services and has over 15 years' industry experience.
Josh Marley will develop his practice in Sydney. He last worked for Mercer Wealth Solutions and has eight years' industry experience.
Michael Misiti will establish his practice in the Shellharbour area. He last worked at Millennium3 Financial Services and has seven years' industry experience.
Sam Pitruzzello will create his practice in Ivanhoe. His former post was at Count Financial. He has six years' industry experience.
Paul Shepherd will open his practice in Newcastle. He was formerly with Industry Funds Financial Planning and has five years' industry experience.
Andrew Mathews will develop his practice in Kogarah, Sydney. His last worked at Australian Financial Services and has five years' industry experience.
In Part 2 of our exclusive series, we ask leading names to nominate their best investments, the most effective industry group and the importance of platforms.
Colonial switches managers »
Wealth management group Colonial First State has terminated Pengana and GMO from its FirstChoice platform.
Funds sell hotel to Malaysian firm »
Malaysian-listed company TA Enterprise Bhd has bought the Westin Melbourne Hotel for $160 million from a group of industry funds.
