Combined years of experience
Number of advisers
%
FPA accredited
Funds under advice
External shareholders
Accreditations
Our history
2006
Firstunity was founded
2011
Michael, Tim and Brendan merge their existing client base with Firstunity becoming shareholders
2014
Amy joins Firstunity
2015
Michael, Tim and Brendan take full ownership of Firstunity
2016
10 year anniversary
2018
Rohan merges his existing client base with Firstunity and becomes a shareholder and Director
2019
Firstunity reaches $450M under management
2021
Imke joins Firstunity
2023
Firstunity exceeds $550M under management
2025
Firstunity exceeds $850M under management
2026
20 year anniversary
We are not just financial advisers but support your family can rely on throughout life’s ups and downs. The purpose behind what we do is to help you achieve your financial freedom, giving you the choice to focus on things that really matter to you.
Through astute advice, discipline and planning, we improve lives.
Consultation
To start with, we have an initial consultation where we take the time to understand your financial history, appetite for risk, areas of interest and current financial situation. This helps set context and plan for the future.
Plan
Next, we deep-dive and carefully document your current situation before planning the next steps. Depending on what your financial goals are, we break down the steps required and explain the process by which you can get there. Importantly at this point we can usually identify areas for improvement and also likely hazards on the road ahead that you can avoid.
Implementation
Depending on the complexity of your requirement, this is when we may bring in other specialists who can deal with the different aspects of executing your financial plan and set up structures and work on administration. Firstunity manage this entire process.
Review and optimisation
Since managing your financial plan is an ongoing process we regularly provide you with detailed reports and periodically review your financial situation to ensure your objectives are being met and the plan is still relevant.
It is important to have a plan, but life brings changes. Changes in markets, changes in legislation, changes in your priorities. Since managing your financial plan is an ongoing process, we regularly provide you with detailed reports and periodically review your financial situation to ensure your objectives are being met and the plan remains relevant. We manage all of this so you can focus on what makes your life successful.
Tim has been focused on Wealth Management for over 20 years, providing his private clients with not only integrated services like financial planning, investments, insurance and estate planning but has also guided them through their life journeys and helped them prepare for major milestones. A strategic thinker and problem solver by nature, Tim has enjoyed long term partnerships with his clients by putting their financial success first. Successful outcomes for clients make a successful advisory practice.
Tim’s educational credentials place him at the forefront of professional advice. Tim originally studied at the Australian National University and obtained a Bachelor of Commerce but went on to complete the Certified Financial Planner (CFP®) accreditation and has also qualified as a Chartered Accountant (CAANZ).
With a background from country NSW, Tim now lives in Sydney with his wife and 3 school age sons. Weekends are busy keeping fit and cheering on his sons in their endeavours but when time permits he can often be spotted in the MA Noble Stand on game days. Tim’s passion for travel is well known, he is always planning his next big trip and in particular all things outdoors.
A Senior Financial Adviser and Director at Firstunity, Michael has over 20 years of experience helping clients to achieve their financial goals. He holds a bachelor’s degree in commerce from the Australian National University, is a Certified Financial Planner (CFP®) with the Financial Planning Association and is also a SMSF Specialist Advisor (SAA®) with the Self-Managed Super Fund Association, the leading association within the SMSF industry in Australia.
Michael is passionate about helping his clients achieve their financial and lifestyle goals. He goes above and beyond to understand each client’s unique financial situation and develops tailored solutions that are specific to their requirements. Based on his vast experience of managing the financial affairs of diverse high-net-worth families, private clients and retirees, he offers comprehensive wealth management and financial planning advice that is free from conflict, covering areas such as estate planning, insurance, investment strategies, portfolio management, retirement planning, superannuation, SMSF’s and tax planning.
Michael, grew up in country NSW and is a proud father of two, lives in the beautiful northern beaches of Sydney and spends his free time risking his life playing social basketball, keeping fit or holidays with the family.
Brendan is a Director at Firstunity with over 30 years of experience in the field. In this time he’s worked with a broad range of clients from individuals to religious groups and not-for-profit organisations. His ideal client is someone who requires assistance managing or structuring their financial arrangements, and his skill set lies in helping those with significant wealth (>$2,5 million or growing towards that level).
His role is to provide expert advice and solutions to help people manage their capital. Brendan believes that what sets Firstunity apart is their personable nature and the life experience they bring to the table. As a firm, they believe in creating relationships with their clients that go beyond the expected, based on integrity and trust. Brendan was born in Sydney and is a big sports fan, with a particular interest in rugby.
Rohan has been in the financial services industry for over 25 years as a trusted financial adviser who has helped numerous families and individuals build portfolios and manage their wealth. He has guided his clients through different economic and investing environments and is committed to transparency, communication and education in his relationship with his clients.
Rohan is a Chartered Financial Analyst (CFA) Charter holder, with a strong understanding of investment analysis and interest in investment markets and portfolio management.
Rohan is a father to two teenage boys and a husband to a CEO wife. He is a lover of history, the Canberra Raiders, cricket and amateur Rugby Union.
Amy is an accomplished financial adviser with a passion for helping ambitious individuals take control of their financial future. She takes the time to truly understand her clients’ goals and values, developing tailored strategies and offering holistic advice that spans every area of personal finance – from budgeting and investing, to insurance, superannuation, SMSFs, retirement planning, estate planning and tax.
With a double degree in Psychology and Business Administration from Macquarie University, Amy brings both analytical expertise and emotional intelligence to her work. She holds the Diploma and Advanced Diploma of Financial Planning; is a Certified Financial Planner® (CFP®) accredited by the Financial Planning Association (FPA) and has completed her Master of Financial Planning – earning recognition as the 2023 National Dux for her outstanding academic achievement.
Amy is committed to delivering transparent, unbiased advice that always puts her clients’ best interests first. Her mission is to empower people to make confident financial decisions and ultimately achieve long-term financial freedom.
Outside the office, Amy maintains a healthy and active lifestyle. She enjoys running, skiing, and living near the beach while maintaining a healthy work-life balance.
Imke brings over two decades of financial expertise and a commitment to exceptional client service to Firstunity. With a solid foundation in finance, Imke spent the first two decades of her career as a Finance Manager and Analyst for various tech companies. Later in life, she transitioned to financial planning, leveraging her diverse professional background to offer clients a unique blend of perspectives and top-notch analytical skills.
Imke holds a Commerce Degree from Munich University and a Post Grad degree in Financial Planning from Kaplan University. She holds the Certified Practicing Accountant (CPA Australia) designation.
Imke’s approach to customer service is simple but profound: provide clients with the very best financial planning advice, always tailored to their unique situations, and with their best interests at the forefront. For her, it’s not just about financial advice; it’s about building lasting relationships based on trust and care.
Imke’s personal interests include a love for hiking, basking in the beauty of beaches and exploring the vast Australian landscapes. Imke is also passionate about yoga, travel and enjoys a wide array of music genres, reflecting her vibrant and multifaceted personality. She embraces challenges as opportunities for growth, both personally and professionally.
Tim has been focused on private wealth management for over 20 years, providing his private clients with not only integrated services like financial planning, investments, insurance and estate planning but has also guided them through their life journeys and helped them prepare for major milestones. success first. Successful outcomes for clients make a successful advisory practice.simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum
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We aim to be different from our larger corporate peers. We are the type of firm where people remember who you are when you arrive for a meeting. We do not compromise on delivering top-tier solutions and advice, and we have the collective expertise to deliver on it. Our team’s length of tenure is very long and this longevity matches our longstanding client relationships. We are young enough to go the distance for our clients and see the plan executed in full or the assets pass to the next generation. We are approachable and personable - by moving our clients closer to achieving their goals every day, we ensure that we always put their success first.
