First Unity Wealth Management
Investing in Sydney

FIRSTUNITY is a boutique financial advisory steady providing bespoke wealth management services to affluent individuals, families and NonForProfit organizations. FIRSTUNITY as a financial group is in the unique position of being qualified to join significant experience, networks, relationships and opportunities in an objective manner to confront the requirements of our clients. Our Wealth Management service manages the financial affairs for a select client base including executives, business owners and professionals. We ensure that all aspects of our clients’ affairs, as individuals and family groups are effective, organized and coordinated. Our service integrates all aspects of prosperity management including strategic planning, investment advisory, portfolio administration and reporting. This service is tailored for each client depending on their specific goals and objectives. In doing so, FIRSTUNITY provides a unique multifamily office drawing upon resources as good to confront all or any of the sometimes intricate needs of a meaningful family group. Our Philanthropic Services division specifically focuses on servicing the financial and investment requirements of the NonforProfit sector and Private Foundations. Our core focus is on absolute alignment of all aspects of our service with our clients from a clear accepting of your specific organizational needs and objectives, to the investment strategy, execution, management and reporting. In addition, we produce advice and training on corporate governance, investment strategies, grant making and fund raising. Brendan has worked in the financial advice and investment management industry for more than 20 years, originally as a senior adviser with KPMG Financial Services and then as a Director of Financial Planning with St George Private Bank. Other roles include working for international banks, both in Australia and overseas, and as an analyst for a publicly listed telecommunications' company. In his role as a Senior Financial Adviser with FIRSTUNITY, Tim specialisms in providing integrated solutions for his clients intricate financial planning, investment, insurance and estate planning needs. This comprehensive service involves planning, implementing and ongoing review of the most effective financial strategies for his clients, ensuring they maximize the potential to attain all of their financial or lifestyle goals. Michael works with clients as their trusted adviser, developing tailored solutions to help clients attain their financial and lifestyle goals. Michael offers the total service to help clients attain what is urgent to them. Danielle has since moved into a Financial Planning AssociateParaplanner role where she works closely with the Senior Advisory team providing para planning support, administrative, technical and client service support in all aspects of the advisory process to deliver a comprehensive Family Office, Prosperity Management and Financial Planning service. Danielle is currently completing a Diploma of Financial Services in order to pursue her lengthy term career in the prosperity management industry. Lisa works closely with the Advisory team, providing Para planning, technical and client service urge in all aspects of the advisory process to deliver a comprehensive Family Office, Riches Management and Financial Planning service. Earlier to joining FIRSTUNITY Lisa worked at HSBC Bank in the global custodian team. Amy is currently studying her diploma of Financial Services and training to become a junior adviser with the FIRSTUNITY team. Amy works closely with the senior advisory team providing adviser support, para planning, client service and administration assistance. When not working Amy enjoys most sports and is an avid tennis player, alpine skier and keen Roger Federer fan. Our resources help you make the maximum of your finances by providing you with the best tools and latest information.