Share This Page

Hunter based Universal Financial Planning joins Beyond Bank Australia

May 2016
Share This Story

Hunter based Universal Financial Planning joins Beyond Bank Australia

From today, Beyond Bank Australia Wealth Management services available in the Hunter will be even more comprehensive with the experienced staff from Universal Financial Planners (UFP) joining the team.

The acquisition of UFP by Beyond Bank Australia will provide a strong support team for their clients, providing the expertise, experience and level of service their customers expect, and has increased the banks Hunter based wealth professional staff to six employees.

Beyond Bank’s local General Manager, Ray O’Brien said, “We are very excited about this acquisition.  UFP has an outstanding reputation for providing their clients with excellent financial planning advice and assistance here in the Hunter.”

 “This acquisition strengthens our financial services platform in the Hunter region, and with the combining of the UFP and Beyond Bank financial planners, we now have a stronger team of professionals who are ready to assist our customers achieve their financial goals,” said John Lipkiewicz , Beyond Bank’s General Manager Professional Services.

To find out more about our how Wealth Management team can assist you in owning your financial future visit the financial planning section of our website.  


Share this page