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.
if Peter Johnston had stood back and actually thought about what was happening I dare say he's forgotten that there…
…but, if the adviser joins another dealer group, then its business as usual?
"You will no longer be able to view and manage policies for your existing clients using your adviser log-in (‘a’…
I can provide quality & appropriate advice in about 1 hour with implementation on top.....I can provide "compliant" advice following…
Freaking clown....we're drowning in red tape and you're pushing this @$@$... and blaming advisers.