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®
Principal Adviser and Director & Authorised Representative of
Unified Financial Services.

Click here to read Michelle's profile.


Lisa Haley

CERTIFIED FINANCIAL PLANNER®
& Representative of
Unified Financial Services

Click here to read Lisa's profile.


Karolina Scales

Practice Manager
Unified Financial Services

Click here to read Karolina's profile.


Unified Financial Frank D'Alesio.jpg
 

Frank D'Alesio-Tremante

Financial Planner
Representative of
Unified Financial Services

Click here to read Frank's profile.


Deb Serginson

Client Services
Unified Financial Services Pty Ltd

Click here to read Deb's profile

 

Sharon Scammell

Personal Assistant to Michelle Tate-Lovery
Administrator at
Unified Financial Services Pty Ltd

Click here to read Sharon's profile.

Unified Lending Services Pty Ltd
Phone:  0419 667 720
ABN 78 115 348 144ACL 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.