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.
Is BID not a thing? Is the trusted adviser based on member retention within the IFS network? What a joke.
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With any profession there always will be rotten apples in the barrel until they are discovered/ dealt with and prosecuted.…
Imagine if we had "Bank Aligned Adviser" But apparently this is different...... I wonder if they take the IFS Trusted…