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Crunching the numbers on the tripartite Australian Unity deal

The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable fit”, according to Wealth Data. ....

Colin Williams , Australian Unity Personal Financial Services Ltd , Financial Services Aware Super , Acclime Group , Generation Advisory , Australian Unity , Nestworth Financial Strategists , Wealth Data , Advisers Register , Fortnum Private , Fortnum Advice , Aware Super , Lifestyle Asset Management ,