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Melbourne advice firm migrates from AMP to Count

Mike Taylor7 March 2024
Man with briefcase leaps at carrot

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.

Mike Taylor

Mike Taylor

Managing Editor/Publisher, Financial Newswire

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