Unac West End Group Pty Ltd
Investment Plans in Perth

Peter's son Steve began busy in the business in 1987 and took over the reins in 1994 when Peter retired. Today Steve continues the tradition of operating a family orientated business based on personal service. We've been helping clients work towards their financial goals for over 40 years and we are elated of the loyal client base we have developed. At Unac our reputation is crucial to us We trust it is urgent for you to find an adviser who understands their needs and can clearly explain their options. Equally imperative is your adviser's knowledge and access to resources to constantly yield expert advice, keeping up to date in an ever temporary market. Our advisers bear clients with a caring and personal service. We are supported by an experienced and cordial team who, together with your adviser, can assist you to manage their financial needs. At Unac our reputation is imperative to us. We trust it is urgent for you to find an adviser who understands their needs and can clearly explain their options. Managing Director and authorized Representative Steve studied engineering and surveying and worked in that field until joining the family business in 1983. He has continued to assist both individuals and organizations build wealth to secure their financial future. I became an adviser to assist people live out their dreams. However I'm particularly interested in building clients’ superannuation and subsequently structuring those funds for a secure retirement lifestyle says Steve. When Steve is not helping his clients build their financial coming you will find him spending time with his family, boating, fishing or enjoying a good wine. She manages all financial aspects of the practice. Istration Manager Jackie emigrated to Australia from the UK with her family in 2012 and has worked in the financial industry for over 30 years, she began her career with Legal and General and behind ten years moved across to working with independent Financial Advisers. Paraplanner Richard has worked within the financial services and financial planning industries since 199 and completed his Diploma in Financial Planning in 2014. Client Services Lydia joined the Unac team in November 2014 she is an administration assistant busy within the Financial Planning team, and ensures the smooth running of the team’s day today activities. Maximum of our new clients come as referrals from our existing clients and business partners so you may already know a insignificant about our service. However we'll explain our services, our advice process and our fees as well as answer any questions you might have in that first meeting. Once you've decided you would like to go ahead we will thrive a financial plan based on our initial discussions. We offer all clients an ongoing review service. To ensure that your plan remains suitable it needs to be regularly monitored and adapted as your needs and goals change. Your adviser will discuss this with you in more detail in your initial meeting.