Financial Literacy and education is a passion of ours. The objective of our company page is to arm our followers with relevant topical information in order to increase their financial know how and create a higher certainty of achieving their financial goals. We are a privately owned, boutique Financial Planning Firm located in Carlton, (Melbourne VIC Australia). With over 25 years of experience, we specialise in providing fee for service financial planning advice, structure and direction to health professionals. We also take on a selection of financial project management for those people who are going through major changes in their lives. We provide strategic financial advice on a wide range of areas including: - Aged care financial advice - Business planning - Defined superannuation - Divorce - Estate and intergenerational financial planning - Financial advice for widows - Personal and business insurance advice - Investment advice - Planning for retirement - Salary packaging - Self funded retirees - Small business financial advice - Superannuation - Wealth accumulation Our main product and focus is to provide good sound advice, within the context of current legislation and our clients personal circumstances. Our mission is to improve the lives of our clients.
View Top Employees from Unified Financial ServicesWebsite | http://www.unifiedfs.com.au/ |
Revenue | $1 million |
Employees | 8 (8 on RocketReach) |
Founded | 1994 |
Address | 255 Drummond Carlton St Ste 21, Melbourne, Victoria 3053, AU |
Phone | +61 3 9349 1525 |
Technologies |
QuickBooks,
ClouDNS,
QuickBooks Time
+1 more
(view full list)
|
Industry | Financial Services, Finance General, Consulting Services (B2B), Finance, Other Financial Services |
Competitors | Centaur Financial Services, Durand Financial Services, Intergenerational Wealth, Open Financial Services Pty Ltd, Quadrant Financial Planning |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541611 Companies, NAICS Code 541 Companies, NAICS Code 5416 Companies, NAICS Code 54161 Companies |
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The Unified Financial Services annual revenue was $1 million in 2024.
Mike Miller is the President of Unified Financial Services.
8 people are employed at Unified Financial Services.
Unified Financial Services is based in Melbourne, Victoria.
The NAICS codes for Unified Financial Services are [54, 541611, 541, 5416, 54161].
The SIC codes for Unified Financial Services are [87, 874].