It is no secret that our Managing Director and Principal Financial Adviser has dedicated herself to and made a huge impact on her profession. This year in particular we wish to congratulate Michelle on:-
- Being awarded the Independent Financial Adviser (IFA) Goals-Based Adviser of the Year 2017
- Being named among the Financial Standard Power 50 - The 50 most influential advisers in Australia.
Independent Financial Adviser (IFA) Goals-Based Adviser of the Year 2017
“The winners of the ifa Excellence Awards reflect the very best financial advice available to Australian consumers and we are honoured to recognise their achievements this evening,” said ifa managing editor Aleks Vickovich. “Thank you to our sponsors, judges, finalists, winners and attendees, all of whom are helping to create a more cohesive and positive IFA movement.”
Having pioneered goals based advice in the financial planning industry for the last 28 years, this award is particularly important and reflective of Michelle’s career and Unified Financial Services mission.
We are here with one core purpose and that is to ensure our clients have a higher certainty of achieving their goals and living their best life. Thank you to the IFA for recognising this, Michelle is honoured to have been selected.
Financial Standard Power 50 - The 50 most influential advisers in Australia.
The Financial Standard Power50 list is made up of the 50 most influential financial advisers in the country according to the readers of Financial Standard and FS Advice - The Australian Journal of Financial Planning.
In the making of this list, FS define 'influential' as individuals who have been or continue to be instrumental in shaping the future of the financial advice industry.
These are financial advisers who have actively participated in industry-based activities, community-based projects and/or other initiatives designed to promote the important role that financial advisers play in the country's socio-economic future.
They could be active participants of relevant industry associations, financial advisers with strong social media following, or those known among their peers and the industry as role models in the way they conduct their professional practice.
They are also successful business owners, award-winners, policy influencers, mentors and educators.
Once again, Unified Financial Services congratulates Michelle Tate-Lovery on her outstanding contribution to the Financial Planning industry, highlighted by these achievements.