UFS - Our People

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

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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."

Our People

When you first enquire about our services we will talk to you about your stage of life and issues in order to ascertain which of our Advisers is best placed to meet with you. Of course if you have a preference or have been referred, you can let us know.

After your initial meeting you may decide you wish to continue as a client of our Firm.

Whilst you will develop a relationship with a dedicated Adviser who co-ordinates your overall position and advice, our approach is to utilise the strengths of each person in our team to best meet your needs, therefore you will have contact from all members of Unified Financial Services.

Michelle Tate-Lovery

Certified Financial Planner^TM
Principal Adviser and Director
& Authorised Representative of Unified Financial Services.

Click here to read Michelle's profile.

Lisa Haley

Certified Financial Planner^TM
& Representative of Unified Financial Services

Click here to read Lisa's profile.

Brett Sydney-Smith

Financial Adviser
BBus Adv.Dip.FS(FP)

Click here to read Brett's profile.

Karolina Samborska

Practice Manager

Click here to read Karolina's profile.

Joanne Monteleone

Client Services

Click here to read Joanne's profile.

Cassandra Mann

Client Services Coordinator

Click here to read Cassandra's profile.

Unified Lending Services Pty Ltd

ABN 78 115 348 144 ACL 392011

Mark Seamer
Mark is the Director and Finance Consultant of Unified Lending Services Pty Ltd. Mark is a Mortgage Broker and Refinancing Specialist and holds an AFG and MIAA Accreditation.

Mark is trained as a financial planner and has been an Associate of Michelle Tate-Lovery’s for many years. With his background in financial planning, he speaks our language and is able to adopt a bigger picture view for our clients

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).

Copyright 2011 Unified Financial Services Pty Ltd. Privacy Statement