Tailored Lifetime Solutions (TLS) has offices in both Victoria and Tasmania, with its teams of seven financial advisers, including a provisional adviser, delivering holistic advice its clients.
The firm is led by managing partner and senior financial planner David Kelsey and generates a combined $6 million in revenue across its two locations.
TLS is already part of the Count network through its licensing offering, having joined from AMP in 2024, but this latest move will see TLS acquire the financial planning clients of another Count Financial Limited licensed firm.
Count said this investment in TLS through a discipled equity partnership is consistent with its ongoing strategy to “expand its participation in the financial planning value chain”.
Hugh Humphrey, chief executive of Count, said: “This investment reflects our confidence in the Tailored leadership team and our equity partnership model, which supports ambitious firms to accelerate growth and reach scale. The team at Tailored share our passion for advice, and the importance of giving back to the local community.
“The tuck-in acquisition adds further depth to Tailored and demonstrates the benefits of in-network consolidation across the Count community.”
The announcement comes a month after Count signed a $72 million acquisition deal with Oracle Group to purchase its entire business – including all those operated by Oracle Advisory Group, Oracle Accounting Australia and Oracle Investment Management – as the licensee looks to expand its reach within the financial advice market.
Humphrey said on a briefing call about the acquisition that this was a natural next step for Count as it supports the AFSLs overall goals within the wealth sector.
“Our priorities from here are very clear, execute the Oracle integration brilliantly with the same discipline that we’ve delivered on Diverger and past integrations, continue scaling our employed adviser channel and growing funds under management toward our $10 billion target, and deepen count services take up right across the expanded network.”
