Sponsors

Australian Unity Investments (AUI) is the funds management arm of financial services, health and retirement living services provider Australian Unity. AUI creates and sources unique investment opportunities that have the potential to deliver better returns. Our approach is enterprising and original, but based on the solid foundation and trust of Australian Unity’s 160 years of sustained success.

We believe that in an increasingly crowded market the best way to add value is to provide distinctive products. In taking an approach that’s different, we currently manage in excess of $5.9 billion in funds under management (as at 31 July 2009). AUI’s approach to product development is to use its established in-house expertise in property and mortgages while also forming joint ventures and strategic alliances with other organisations with specialist expertise.

The FPA is the peak professional body for financial planning in Australia, representing approximately 12,000 individuals and businesses. Over 9,000 of its 12,000 members are practising financial planners.

The FPA and its members strive to improve the financial wellbeing of all Australians. The FPA provides the leadership and professional framework that enable members to deliver quality financial advice to their clients. FPA members include financial planners from a variety of backgrounds and disciplines, including over 5,500 CERTIFIED FINANCIAL PLANNER™ professionals – the global symbol of excellence in financial planning. All FPA practitioner members are bound by a code of ethics, high professional standards and must meet continuing professional education requirements.

Launched in 1987, Money Management is the leading, independent weekly newspaper for the retail financial services industry, which is supplemented by a daily (five times a week) newsbreaking
e-newsletter service.

Aimed primarily at financial planners and dealer group principals, Money Management is also widely read by fund managers, accountants, bankers, insurers and government. Money Management provides accurate, informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property investments, shares, risk insurance, master trusts, superannuation, margin lending, financial planning, portfolio construction, and investment strategies.

The Money Management editorial team not only takes great pride in its newsbreaking ability and in-depth features, but also its special reports, such as the Top 100 Dealer Groups, Master Trusts and Rate the Raters.

Money Management plays a very active role in the financial services industry through events such as Fund Manager of the Year, Paraplanner of the Year, BDM of the Year and Adviser Risk Awards.