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.” 




Recommended for you

Author

Comments

Add new comment