UFS - Blog - Michelle Tate-Lovery Finalist for Female Excellence in Advice Award

UFS Video - Learn more about us and hear from our clients:

Helping you get to where you want to be!

Know what’s really possible
Make informed financial decisions with confidence
Discover and achieve lifestyle choice and flexibility
Create a higher certainty of achieving your goals

Over 23 years of specialist financial advice for health professionals.

Top

Testimonials

"Hope all is well. I have been meaning to email you to say that last year I paid off my house (thanks to you excellent financial advice!) and am now putting the extra money into superannuation as you suggested last time we met."
"Michelle became my project manager who kept everyone on track...She gave unprecedent support far beyond the usual role of a financial advisor. She was there to hold my hand...Click here to read more about Teresa's story"
"Thank you for making my transition to retirement so painless and for all the well researched advice you have given to us over the years – looking forward to working with you for many future years"
"Thanks so much for all your help. I am so thankful we're under your knowledgeable and protective wing. I feel confident and positive about the future in large part to your guidance and suggestions"
"After our meeting yesterday Peter and I realised (yet again!) how much we rely on your experience to help us enjoy our retirement..."
"Thanks Michelle, Your input and advice has been fantastic. We have put a lot of your suggestions to good use already. I look forward to hearing about any future workshops."

Michelle Tate-Lovery Finalist for Female Excellence in Advice Award

Monday, October 10, 2011 at 5:19PM

The team at Unified Financial Services would like to congratulate Michelle Tate-Lovery on her nomination, and now making it as a top 6 finalist, of the inaugural AFA Female Excellence in Advice 2011 Award!

The winner of the award will be announced at the end of October.

This Award recognises professional excellence and outstanding work in addressing the particular issues faced by many women in achieving financial security now and in the future.

The award was established to:

identify outstanding female advisers in leadership roles,
celebrate the high level of professionalism presently displayed by female members of our financial services community,
encourage the choice of financial advice as a profession for females,
profile successful female advisers who bring a different approach to the profession that supports
giving clients choice in advisers, and
address the issues of under insurance and low levels of superannuation for women.

Michelle has worked hard over the years to establish a best practice financial planning firm that focuses on long term relationships with its clients. In this climate of market uncertainty it is a well deserved award and we are cheering Michelle on for the finals.

Click here for more information

Admin | Comments Off |

General Advice Warning - Any financial advice contained in this website (or publication if applicable), is general in nature only as it has not taken into account your individual needs, objectives, or financial situation. You should take these matters into account before acquiring a financial product and you should obtain a copy of the Product Disclosure Statement (PDS).