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A strong financial foundation is essential in every phase of life. You need trustworthy advice you can understand which allows you to get on with life knowing your future is secure.
Our financial planning team has the expertise and experience to develop a wealth strategy that reflects your life and your goals. Whether you’re increasing your wealth, looking to secure it or ready to enjoy it, our team has the services to help you get there with confidence.
- Wealth creation strategies
- Superannuation solutions
- Retirement planning
- Risk management
- Estate planning
- Self-managed superannuation
- Direct equities
Robertson Scannell is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 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 take into account your individual needs, objectives or personal circumstances.
Financial Planning disclaimer
Robertson Scannell is an Authorised Representative of Count Financial Limited. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232.
General advice disclaimer
The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.