SMSF LICENSING 

Have you ensured you are compliant with ASIC's FOFA requirements, in order to deliver strategic advice to your SMSF clients?

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Would you like a complete solution to help achieve your financial objectives?

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WEALTH & ADVICE FOR YOUR CLIENTS

How could your business benefit from a structured 'NEXT LEVEL' program?

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BUSINESS PARTNERSHIP & ADVICE

RESOURCES & EVENTS 

Would you like access to our thought leadership library, filled with webinars and helpful tips?

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We help provide a complete view of a client's financial affairs.

Covering all aspects of the White Label Value Proposition, the team at Unison will provide your accounting firm with a structured and professional offering, in order to help your clients reach their financial objectives. We believe in an integrated approach to financial planning and services, working with your accounting firm to provide holistic advice for your clients, ensuring no opportunity is missed. 

OUR SERVICES

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"Our commitment to our business partners is that we will always be faithful in our advice, business philosophy and value proposition, to ultimately help your clients reach their financial objectives." 

- George Haramis, Group Head of White Label Services

YOUR NEXT LEVEL JOURNEY

Find the right clients (such as SMEs and professionals) to achieve your firm’s growth aspirations.

Manage compliance work to help you focus on building your advisory capability. Achieve process efficiencies to deliver greater productivity.

Get the assistance you need to start the process, when the time is right, to help achieve the right succession plan.

Utilise a solution to the SMSF licencing regime requirements.

Offer clients access to a comprehensive range of Wealth & Advice services in a compliant manner.

We are geographically spread across locations in Australia and New Zealand.

110+ 

AU & NZ Locations

Our experience in financial services means we are the trusted provider for many.

$17+Bil. 

Funds under advice

Our stable of brands offers our clients a wide range of services o meet all their financial needs.

250k+

Clients

The Next Level Journey Program allows participating practices the opportunity to engage and partner with an experienced organisation in Unison, to ultimately help meet the needs of its clients. Our strategy centres around a proven and structured business solution designed to deliver value. 

Unison's core focus is on a) your mainstream business and b) supporting your clients' SMSF, wealth and advisory needs.

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ABOUT US 

We are an integral part of a larger group, Findex. 

Findex is one of Australasia’s leading providers of integrated financial advisory and accounting services.With a vision to ‘revolutionise wealth and empower ambition’, Findex delivers comprehensive advice across the full spectrum of financial services, facilitated through its Family Office approach. 

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© Findex 2018

Your Partners in Business

Your Program

WHITE LABEL VALUE PROPOSITION

ABOUT US

FAMILY OFFICE VALUE PROPOSITION

Unison Advice Services Ltd
ABN: 12 096 919 603 AFSL: 228894