Financial Services Industry Presentations

Michelle Tate-Lovery is a nationally recognised multi award winning Certified Financial Planner(CFP), which is the highest qualification in the financial planning industry.

In 2012 Michelle was awarded the:-

  • Money Management Financial Planner of the Year Award
  • FPA 2012 Best Practice Award State Winner CFP Professional Category
  • FPA 2012 Best Practice National Winner CFP Professional Category

Michelle was also a top 6 Finalist of the AFA Adviser of the Year Award 2012 and a top 6 Finalist of the inaugural AFA Female Excellence in Advice Award 2011.

Michelle is a passionate speaker on many topics within the Financial Planning industry and broader industry (small to medium enterprise).

Michelle has presented at numerous industry functions and conferences including for the Financial Planning Association, Deakin University Financial Services Post Graduate Program and Alpha Group.

Some of the topics include:-

  • Resilience - 25 years as a business owner overcoming challenges and embracing change in our industry
  • Success tips and necessary skills to be at the top of your profession
  • Leadership
  • Culture - Developing a high performance team
  • Do you have a financial planning business? - The journey from principal dependency to freedom
  • Best Practice
  • Life work balance - How it can happen for a business owner
  • How to mentor effectively
  • Personal Branding and Market Specialisation
  • Women in Financial Planning

Read more about Michelle


Feedback from the 2013 FPA Congress Panel on Best Practice - Documenting Quality Advice: 20/10/13

"Dear Patrick, Neil and Michelle,

I just wanted to say a big thank you to all three of you for your participation and contribution to the Documenting Quality Advice panel session at the FPA Congress.

You all did a terrific job and the feedback from those who attended the session has been very positive.

There have been many requests for the slides, which is always a good sign.

Thanks again for your professionalism, your expert insights and for making the session a success.

Thanks and all the best".

Kind Regards,

Dante De Gori
General Manager Policy and Conduct
Financial Planning Association of Australia Ltd

Contact Unified Financial Services for further information: Ph:  (03) 9349 1525 or email Karolina@unifiedfs.com.au