BWC Wealth joins Count Financial
Count Financial Limited has announced the appointment of BWC Wealth Partners, a Victorian boutique retirement advice firm, as the latest firm to join its national advice community.
So far in 2022, Count Financial had appointed 41 new advisers, with the CountPlus-owned licensee citing a continued focus on strategic growth.
Stephen Crowe, financial adviser at BWC Wealth, said the decision to partner with Count Financial was based primarily on the support offered in three key areas: research, technical support and compliance.
“Count Financial was very supportive during the transfer from our old licensee. They have robust systems in place to make the onboarding process as seamless as we could hope,” he said.
“With a broad and flexible approved product list, we are confident that our clients will have access to the right investment and insurance solutions for their needs. We were also impressed with the technology suite they offer which will make us a more efficient business.”
Count Financial chief advice officer, Andrew Kennedy, said BWC Wealth was a quality firm with a strong client focus.
“Stephen and the team have a great reputation for being client focused and embracing new and innovative ways to improve their processes. This aligns very closely with our focus on digital tools and being a technology-focused licensee,” he said.
“We are delighted to have them on board as part of the Count Financial community and we look forward to working closely together.”
AUTHOR
Liam Cormican
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
