Two Adelaide-based firms join Count Financial

From

Tania Tonkin

Count Financial Limited (Count Financial) has announced that two Adelaide-based firms have joined its national advice network. Adelaide Private Wealth and DMCA Advisory are the latest firms to join the CountPlus-owned network, which has now appointed 25 new firms since the start of 2021.

Describing their reasons to partner with Count Financial, Hamish Zerbe, Director and Financial Adviser at Adelaide Private Wealth, said the search for a new licensee was long and rigorous to ensure the right outcomes for their clients.

“We are very excited to be partnering with Count Financial after an extensive 12-month review of licensee options available within the Australian market. When we set about looking for a new licensee, the most important factor was to find the right cultural fit and a shared ‘client first’ philosophy. We are confident that the team at Count Financial will assist us to offer exceptional service and quality advice outcomes to our clients.”

Tania Tonkin, Director and Strategic Financial Adviser at DMCA Advisory, said their decision to join Count Financial was largely due to the licensee’s innovative approach to advice delivery.

“We chose Count Financial due to their strong focus on innovation and technology to achieve better client experiences as well as the fact that they operate a clean model which is not aligned to any financial institutions. They were able to show us how their tech solutions improve the advice delivery process, which will enable us to operate more efficiently as a result.” 

Andrew Kennedy, Chief Advice Officer at Count Financial, said that both the new Adelaide-based firms were welcome additions to their adviser network.

“Adelaide Private Wealth and DMCA Advisory are both high quality firms with reputations for being client focused. At our recent Annual Conference in Sydney, we saw the power of Count Financial’s renowned sense of community, and these firms will be a great cultural fit with our broader network as we conduct more events throughout the year.”

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