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About us

FIRSTUNITY is a boutique financial advisory firm providing bespoke wealth management services to affluent individuals, families and Non-For-Profit organisations.

FIRSTUNITY is a boutique financial advisory firm comprising Wealth Management, Family Office and Philanthropic Services.

FIRSTUNITY as a financial group is in the unique position of being able to combine significant experience, networks, relationships and opportunities in an objective manner to meet the requirements of our clients.

Our Structure

FirstUnity
Wealth Management
Philanthropic Services
Family Office

How we operate

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, organised and coordinated.

Our service integrates all aspects of wealth management including strategic planning, investment advisory, portfolio administration and reporting. This service is tailored for each client depending on their specific goals and objectives.

Our 360° view

  • Integrated
  • Comprehensive
  • Personalised
  • Objective
  • Quality
  • Service
  • Professional
  • Performance

How we do it

Our Family Office service specialises in providing objective multi-dimensional solutions to protect grow and distribute family wealth.

We guide and assist in regard to relationship coordination and facilitation, inter-generational issues and philanthropic intent, to effectively manage and build on family wealth over successive generations.

In doing so, FIRSTUNITY provides a unique multi-family office drawing upon resources as appropriate to meet all or any of the sometimes complex needs of a significant family group.

Integrated Family Office

Tax & Structuring Services
Family Wealth Transfer
Family Portfolio Management
Management & Administrative Services
Family Support Services

Aligning services to your needs

Our Philanthropic Services division specifically focuses on servicing the financial and investment requirements of the Non-for-Profit sector and Private Foundations.

Our core focus is on absolute alignment of all aspects of our service with our clients – from a clear understanding of your specific organisational needs and objectives, to the investment strategy, execution, management and reporting.

FIRSTUNITY Philanthropic Services supports the establishment, management, maintenance and compliance aspects of Not-For-Profit and Private Foundation investment portfolios.

In addition, we provide advice and training on corporate governance, investment strategies, grant making and fund raising.

Our Service

Our Service
Compliance
Your needs
Objectives
Maintenance
Investment strategy
Corporate governance

Our people

Our people are a dedicated and passionate group with comprehensive experience across wealth management.

Based on our team’s decades of experience, our well established networks and extensive market relationships, we are uniquely positioned to deliver strategic and qualified advice to proactively manage portfolio assets and grow wealth in real terms.

Brendan Element
Director and Senior Adviser

Brendan Element is an Authorised Representative of Financial Planning Services Australia Pty Ltd ABN 55 010 521 810 AFSL 225982

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. Brendan established a private advising firm, Pacific Partners Financial Consultants in 2004 before joining FIRSTUNITY Wealth Management. Expertise in superannuation and wealth management is applied to deliver a holistic and high quality personal service to individuals and organisations.

Brendan is a long-standing member of the Financial Planning Association and has attained the Certified Financial Planner CFP® accreditation.

Tim Reppen
Director and Senior Adviser

Tim Reppen is an Authorised Representative of Financial Planning Services Australia Pty Ltd ABN 55 010 521 810 AFSL 225982

Prior to joining FIRSTUNITY in April 2011, Tim was a financial adviser with Prescott Securities, a national stockbroking and advisory firm where he managed the financial affairs of a diverse group of executive, business owner and retired clients.

Prior to Prescott Securities, Tim worked in a selection of finance roles, accumulating a broad range of knowledge and experience. Following graduation from the Australian National University, Tim commenced his career providing taxation and accounting advice to medium sized businesses and qualified as a Chartered Accountant. 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 specialises in providing integrated solutions for his clients complex 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 maximise the potential to achieve all of their financial or lifestyle goals.

Tim is a long-standing member of the Financial Planning Association and has attained the Certified Financial Planner (CFP®) accreditation. He also holds a Bachelor of Commerce and is a Chartered Accountant.

Michael Coupe
Director and Senior Adviser

Michael Coupe is an Authorised Representative of Financial Planning Services Australia Pty Ltd  ABN 55 010 521 810  AFSL 225982

Michael joined FIRSTUNITY as a Senior Financial Adviser in April 2011 to provide quality advice that is always in the best interest of his clients. Prior to joining FIRSTUNITY Michael worked for WHK Group and then Prescott’s Securities, a national stockbroking and advisory firm where he managed the financial affairs of a diverse group of executive, business owners and retired clients.

Michael works with clients as their trusted adviser, developing tailored solutions to help clients achieve their financial and lifestyle goals.  Michael utilises in-depth knowledge of financial planning strategies and robust investment solutions to help clients simplify their financial affairs and allow them to spend less time worrying about money and more time enjoying life.

Michael offers the complete service to help clients achieve what is important to them.  This includes a broad range of wealth management and financial planning advice including estate planning, insurance, investment strategies, portfolio management, retirement planning, superannuation (including SMSF’s) and tax planning.

Michael is a Certified Financial Planner (CFP®)  and has been a long standing member of the Financial Planning Association (FPA). Michael has is also a SMSF Specialist Advisor (SSA) with the Self Managed Super Fund Professional’s Association of Australia (SPAA®) the leading association within the Self Managed Super Fund Industry in Australia.

Danielle Hall
Client Service Manager

Danielle Joined FIRSTUNITY in 2010 as our Accounts & Office Manager. Danielle has since moved into a Financial Planning Associate/Paraplanner role where she works closely with the Senior Advisory team providing paraplanning support, administrative, technical and client service support in all aspects of the advisory process to deliver a comprehensive Family Office, Wealth Management and Financial Planning service.

Danielle is currently completing a Diploma of Financial Services in order to pursue her long term career in the wealth management industry. She has completed requirements for RG146 Compliance and holds a Bachelor of Business majoring in Accounting.

Prior to joining FIRSTUNITY she worked with PKF Chartered Accountants as an intermediate accountant.

Lisa Yuan
Client Service Manager

Lisa joined FIRSTUNITY in 2009. Lisa works closely with the Advisory team, providing Para planning, technical and client service support in all aspects of the advisory process to deliver a comprehensive Family Office, Wealth Management and Financial Planning service. As a Financial Planning Associate/Paraplanner her main responsibilities include generating statement of advice, product research, coordinating Investment Committee meeting and system development.

Lisa holds a Master of Commerce majoring in Accounting and Finance and attained Diploma of Financial Planning accreditation (DFP) to allow her to pursue her long term career in the wealth management industry.

Prior to joining FIRSTUNITY Lisa worked at HSBC Bank in the global custodian team. Lisa’s background has provided her with a sound understanding of business operations and customer service at all levels.

Amy Reed
Client Service Manager

Amy Joined FIRSTUNITY in March 2014 in a Client Service role. Amy is currently studying her diploma of Financial Services and training to become a junior adviser with the FIRSTUNITY team.  Amy has a Bachelor of Arts/Psychology and a Bachelor of Business Administration from Macquarie University. Amy works closely with the senior advisory team providing adviser support, paraplanning, client service and administration assistance.

Prior to joining FIRSTUNITY Amy worked with L.Rundle and Co Solicitors as a paralegal and before that with Pitcher Partners as a graduate accountant.

When not working Amy enjoys most sports and  is an avid tennis player,  alpine skier and keen Roger Federer fan.

Bligh Chambers
Level 21
25 Bligh Street
Sydney NSW 2000

Postal Address
PO Box R1727
Sydney NSW 1225

Tel +61 2 8256 3100
Fax +61 2 8256 3131

firstunity.com.au

 

© Copyright 2014 FIRSTUNITY Financial Services Pty Ltd
© FIRSTUNITY Financial Services Pty Ltd (ACN 169 626 411) is a Corporate Authorised Representative of Financial Planning Services Australia Pty Ltd ABN 55 010 521 810 AFSL 225982
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