Melbourne advice firm migrates from AMP to Count
A Melbourne-based AMP licensed financial planning business, Tailored Lifetime Solutions, has opted to move under the Count Limited umbrella.
Count has announced that Tailored Lifetime Solutions which boasts five financial advisers offering strategic advice around superannuation, retirement planning, aged care solutions, SMSFs and risk insurance will be moving into the Count network this month.
Confirming the move, Tailored Lifetime Solutions director and financial adviser, David Kelsey said the firm had been attracted to connectivity amongst the Count adviser community.
Count group head of advice, Andrew Kennedy said Tailored Lifetime Solutions represented a great fit with the firm’s growing adviser community.
“It’s been a massive month for our business with a number of acquisitions and appointments to support our strategic growth objectives. David and the team at Tailored Lifetime Solutions bring experience, expertise and a great business culture to our national community,” he said.
That is exactly the timeframe when most of the non practising registrants joined FAR to avoid the new entrant rules.…
Another Canberra hit sensation.
For a lot of advisers it's not about upskilling themselves at all. They already completed higher level studies long before…
I left it to the last minute because I wasn't sure if I wanted to continue being an adviser. I've…
Why would their licensee have kept them on the FAR all this time paying ASIC Funding levies and more recently…