Count Financial has announced Moore Wealth Advisers as the latest firm to join its national community of financial advisers.
The Adelaide-based bespoke wealth advisory firm, established in 2018, services high-net wealth and business clients and was previously licensed through RI Advice.
“Count Financial is renowned for having a commercial approach to business and focusing on solutions that let Member firms spend more time with their clients,” Moore Wealth Advisers’ director, Trent Mills, said.
“Our client needs are our highest priority, so we chose a licensee partner that simplifies the advice process and allows us to operate with greater efficiency.”
Count chief advice officer, Andrew Kennedy, added that Moore Wealth Advisers are a “natural fit” for its community, with the firm having already recruited 57 new advisers in 2022.
“Trent and the team are holistic advisers with a reputation for helping clients throughout all stages of their financial lifecycle,” Mr Kennedy said.
“Their dedication has been recognised in the industry with a number of award wins, so their high-performance culture and client-first mentality aligns perfectly with our values.”
The move comes just weeks after Count Financial entered an exclusive partnership with local tech company, Annature to provide integrated eSigning and ID verification software solutions.
Head of licensee systems at Count Financial, Reg Gabila, said that this new partnership with Annature will provide several client and adviser benefits, and said that they are “delighted to be introducing Annature’s platforms,” to bring efficiency to their members’ firms by removing manual requirements for signatures and ID verifications.
Last month, Count also announced a new partnership with Midwinter Financial Services that enabled its adviser network to leverage Midwinter’s leading financial advice software.
The two firms said that the partnership would result in greater flexibility and competitive IT ownership costs for Count practices through a choice of software provider as well as tailored settings and advice templates.
