Ebony Rose joins Count Financial
Count Financial, which has appointed 34 new advisers so far this year, has announced Ebony Rose Group as the latest firm to join its national advice community.
Ebony Rose, which most recently was licensed through Charter Financial Planning, was a Melbourne-based, family-run financial advice business that aimed to build long-term relationships with individuals and families in their community.
Rhett May, managing director at Ebony Rose, said the decision to partner with Count Financial was relatively straightforward due to the cultural alignment and support services on offer.
“Count Financial’s focus on providing ongoing support to members without unnecessary red tape was appealing to us. Our client needs are paramount, so we chose a licensee partner that has the tools and systems to make us a more efficient business,” he said.
“Changing licensees can be arduous, but the Count Financial team have made the move as easy as possible. The communication is prompt, instructions are clear, and nothing is too difficult when we have a request.”
AUTHOR
Oksana Patron
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.
