So far in 2022, Count Financial had appointed 57 new advisers, as the CountPlus-owned licensee continued to focus on strategic growth.
Moore Wealth Advisers was an Adelaide-based, bespoke wealth advisory firm that worked with a wide range of clients, including high net wealth individuals and business clients. It was established in 2018 and previously licensed through RI Advice.
Along with changing licensees, they also negotiated with Nick Girdler, owner of Count Financial Member firm Next Generation Financial Strategies, to merge businesses under the Moore Wealth Advisers banner and become a substantial provider of financial services in the Adelaide market.
Trent Mills, director and financial adviser at Moore Wealth Advisers, said the decision to partner with Count Financial was largely based on choosing a licensee that offered practical support solutions.
“Count Financial is renowned for having a commercial approach to business and focusing on solutions that let Member firms spend more time with their clients. Our client needs are our highest priority, so we chose a licensee partner that simplifies the advice process and allows us to operate with greater efficiency.”
Andrew Kennedy, chief advice officer at Count Financial, welcomed the appointment and said Moore Wealth Advisers is a natural fit for their adviser community.
“Trent and the team are holistic advisers with a reputation for helping clients throughout all stages of their financial lifecycle. Their dedication has been recognised in the industry with a number of award wins, so their high-performance culture and client-first mentality aligns perfectly with our values.”
