CountPlus on Wednesday announced the appointment of Adelaide Private Wealth and DMCA Advisory, both based in Adelaide, to its network.
Adelaide Private Wealth director and financial adviser Hamish Zerbe said the partnership comes as the result of a rigorous search for a new licensee who shared his firm’s “client-first” approach.
“We are very excited to be partnering with Count Financial after an extensive 12-month review of licensee options available within the Australian market,” Mr Zerbe said.
“When we set about looking for a new licensee, the most important factor was to find the right cultural fit and a shared ‘client-first’ philosophy. We are confident that the team at Count Financial will assist us to offer exceptional service and quality advice outcomes to our clients.”
DMCA Advisory director and strategic financial adviser Tania Tonkin said her firm’s decision to join the network was one swayed by its track record of operating a “clean”, independent advice model that isn’t aligned with other financial institutions.
“We chose Count Financial due to their strong focus on innovation and technology to achieve better client experiences,” Ms Tonkin said, “as well as the fact that they operate a clean model which is not aligned to any financial institutions.
“They were able to show us how their tech solutions improve the advice delivery process, which will enable us to operate more efficiently as a result.”
Welcoming the additions to the network, Andrew Kennedy, chief advice officer at Count Financial, said each firm was “high quality”.
“Adelaide Private Wealth and DMCA Advisory are both high-quality firms with reputations for being client-focused,” Mr Kennedy said.
“At our recent annual conference in Sydney, we saw the power of Count Financial’s renowned sense of community, and these firms will be a great cultural fit with our broader network as we conduct more events throughout the year.”
Are you thinking of expanding your offering into SMSFs to grow your client base? Become a pro at SMSF fundamentals and make your clients bulletproof with the SMSF Foundations course. Learn directly from Aaron Dunn from Smarter SMSF as he deep-dives into the fundamentals you need to know to successfully undertake your work as an SMSF practitioner. Earn up to 21 CPD hours! Learn more
John Buckley is a journalist at Accountants Daily.
Before joining the team in 2021, John worked at The Sydney Morning Herald. His reporting has featured in a range of outlets including The Washington Post, The Age, and The Saturday Paper.