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Count Financial adds Victorian adviser to national network – Life Insurance – Insurance News

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Count Financial adds Victorian adviser to national network

6 December 2021

Victoria-based Financial Momentum has joined Count Financial’s national advice network with effect from this month.

The business was previously licensed with Total Financial Solutions (TFS), a licensee that was also owned by CountPlus, the parent company of Count Financial.

Since then, they were part of the Nextplan network before making the decision to move to Count Financial.

Count Financial Chief Advice Officer Andrew Kennedy says Financial Momentum is a quality firm which he is excited to be working with once again.

“Given my background as the former CEO of TFS, I’m delighted to be working with… the team once again,” Mr Kennedy said.

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“It’s pleasing to know that the investments we are making in simplifying and enhancing the advice delivery process are being recognised by our adviser community, which has played a big part in Financial Momentum choosing to rejoin us.”

Financial Momentum is a family business based in the north Victorian town of Wangaratta with a second office in Sunbury. They have a team of four financial advisers who aim to make financial planning as simple and convenient as possible for their clients.


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