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Australian Unity planning arm notches a century

Australian Unity Personal Financial Services has finished the year with 102 financial planning practices, 185 advisers and 24 mortgage brokers across all mainland states and the ACT.

Noting the addition of seven new practices in the past six months, GM Advice Paul Harding-Davis says the growth reflects “the attractiveness to advisers of our relationships-based full-service offering… and our account partnership program”.

“In addition, the fact we are a mutual organisation focused on helping our advisers improve the financial wellbeing of their clients, and not a bank or life insurance company, means advisers see us as being favourably positioned between the institutions and the self-licensing option,” he said.

“We are a good option for those advisers who want a financially-strong, compliance-focused and well-resourced licensee.”

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