How our affiliation with Count Wealth Accountants benefits you and your finances

Our firm is a member of Count Wealth Accountants, ABN 19 001 974 625, Australian Financial Services (AFS) Licence Holder Number 227232. Count is Australia’s largest independently owned network of accountants specialising in wealth advice. Count does not own any products and is a publicly listed company (ASX code COU) enabling us to provide independent advice.

As a member of Count, Wise Lord & Ferguson can act under Count’s AFS Licence, which enables our Authorised Representatives to give advice on a range of financial products and strategies. All our Financial Advisors are Authorised Representatives of Count and members of the Institute of Chartered Accountants in Australia.

Through Count, our Advisors have access to the latest technical updates, research and resources and are skilled to recommend a comprehensive range of leading products at competitive prices.

Any correspondence with clients completed under this affiliation must show the relationship with Count Wealth Accountants – this means our clients’ receive documents on Count and Wise Lord & Ferguson letterhead.

Click here to access the Count / WLF co-branded investment centre.