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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.

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.

Tim Reppen
Director and Senior Adviser

Tim has been managing the wealth of private clients for over 16 years. 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 reach their potential for continued success.

Tim has attained the Certified Financial Planner (CFP®) accreditation in addition to being a Chartered Accountant (Australian and New Zealand). Tim also holds a Bachelor of Commerce from the Australian National University.

Tim Reppen is an Authorised Representative of Fortnum Private Wealth Ltd AFSL 357306 ABN 54 139 889 535

Rohan McPherson
Director and Senior Adviser

Rohan has over 20 years’ experience in the financial services industry, specialising in investment and risk advice, superannuation and retirement planning strategies.

Rohan has completed a Bachelor of Economics; a Diploma in Financial Planning and is also a Certified Financial Planner (CFP®) practitioner, the highest financial planning designation awarded by the Financial Planning Association. He is a long-standing member of the Financial Planning Association.

Rohan is a CFA® (Chartered Financial Analyst) Charterholder having successfully completed the CFA Program in 2013, the most respected and recognized investment credential in the world.

Rohan McPherson is an Authorised Representative of Fortnum Private Wealth Ltd AFSL 357306 ABN 54 139 889 535

Amy Reed
Financial Adviser

Amy joined FIRSTUNITY in 2014 as a Client Service Manager and has worked closely with the senior advisory team providing adviser support, para planning, client service and administration assistance.

Amy now works directly with clients to develop tailored strategies to help them achieve their specific goals and objectives. She is particularly passionate about providing advice that is in the best interest of her clients focusing on strong outcomes in the areas of investments, superannuation, wealth protection, retirement and estate planning.

Amy has a Bachelor of Arts in Psychology and a Bachelor of Business Administration from Macquarie University. She has completed the Diploma of Financial Planning, the Advanced Diploma of Financial Planning, is a member of the Financial Planning Association (FPA) and is currently completing the Certified Financial Planner (CFP®) certification.

Outside of work, Amy enjoys running, tennis and skiing. She is also a keen Roger Federer fan.

Lisa Yuan
Financial Adviser

Lisa joined FIRSTUNITY in 2009, managing the financial affairs of a diverse group of clients. She is involved in all aspects of the advisory process to deliver a comprehensive wealth management service.

At FIRSTUNITY, Lisa works closely with clients to develop customized financial solutions and help them pursue their long-term financial goals.

Helping people achieving their financial objectives, whether it is through a simple budget plan for young families or comprehensive strategies for high-net-worth, is the true passion for Lisa. She helps clients develop comprehensive financial solutions that incorporate investment strategy, superannuation advice, retirement planning, risk strategy, portfolio management and estate planning.

Lisa holds a Master of Commerce (Honours) degree majoring in Accounting and Finance from University of Sydney. She has completed the Certified Financial Planner (CFP®) education requirement and is a member of the Financial Planning Association (FPA). She also holds Diploma and Advance Diploma of Financial Planning.

Prior to joining FIRSTUNITY Lisa worked at HSBC Bank. Lisa also speaks Mandarin and is well-placed to look after the clients who hold Significant Investor Visa (SIV). Her diverse background enables her to provide tailored financial planning services at all levels.

Lisa Yuan is an Authorised Representative of Fortnum Private Wealth Ltd AFSL 357306 ABN 54 139 889 535

Magda Louw
Associate

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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) and its advisers are authorised representatives of Fortnum Private Wealth Pty Ltd ABN 54 139 889 535 AFSL 357306
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