# Firstunity Financial Services

Firstunity Financial Services is a Bank / Wealth / Trust based in Sydney, Australia.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sydney, Australia
- **Region:** Oceania
- **Address:** Sydney, NSW, Australia
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** firstunity.com
- **LinkedIn:** linkedin.com/company/firstunity

## Regulatory record

- **Reports private funds:** No

## About

Firstunity Financial Services is a wealth manager based in Sydney, Australia. It focuses on wealth management services in the Australasian region.

## Questions

### What does Firstunity Financial Services actually do?

Firstunity operates as a funds manager and corporate advisor. Its core business is acting as the responsible entity and investment manager for wholesale managed investment schemes, predominantly mortgage funds that lend against Australian real estate. A separate advisory division handles corporate finance mandates — including M&A, divestments, and capital raisings — for mid-market private companies.

### Who regulates Firstunity Financial Services?

The firm holds an Australian Financial Services Licence issued by the Australian Securities and Investments Commission. ASIC's registers also show Firstunity as the appointed responsible entity for several unlisted managed investment schemes, which carries fiduciary obligations under the Corporations Act 2001.

### Can retail investors access Firstunity's funds?

No. The firm's offering documents and promotional materials consistently target wholesale or sophisticated investors, as defined under section 761G of the Corporations Act. The funds are not registered as retail managed investment schemes, and there is no publicly available product disclosure statement for retail distribution.

## Related profiles

- [FirsTrust](https://altss.com/profile/firstrust)
- [Fischer Financial Services](https://altss.com/profile/fischer-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/firstunity-financial-services

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