Based in Burleigh Waters, we provide financial planning for both business and personal wealth.
Our financial planning services are provided by a fully licensed and authorised advisor operating under an AFSL. We work together with our accounting team so your plan makes sense with the rest of your financial circumstances.
We can assist with superannuation, insurance planning, succession planning and broader wealth strategies, all considered within your wider financial picture.
Where financial and legal matters overlap, we work with trusted legal professionals and can refer you to the right expertise for your situation, including specialist legal advice.
Our specialist areas
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Superannuation & retirement
Tailored super and retirement planning advice, helping you make confident decisions.
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Investing
Build investment strategies that support long-term wealth creation.
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Personal Insurance
Ensure the right cover is in place to support your financial plan at every stage of life.
Financial Services Guide
Please note that while we offer both financial planning and taxation/accounting services, any taxation and accounting services are not endorsed by, nor are they the responsibility of, Count Financial Limited.
These documents explain how we’re licensed, how we’re paid, and what you can expect when working with us. It is divided into two parts.
Part Two: This Adviser Profile details the services, fees + information related to us, as an authorised representative of Count.
Part One: This section offers important information about Count and the financial services it provides.
*McKern Strategic Pty Ltd ABN 15610097508 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.