Financial Services Guide
Version 25.0 – 1 November 2025
The Financial Services Guide (FSG) has been authorised for distribution by Count Financial Limited (ABN 19 001 974 625), the holder of Australian financial services (AFS) licence no. 227232 (‘Count’). Count is the AFS Licensee that authorises your Count financial adviser (‘Adviser’) and their firm (‘we’, ‘us’, ‘our’) to provide financial services.
The purpose of the FSG
The FSG document provides information to help you decide whether to use the financial services we are authorised to provide. It includes details about the financial services and products we are authorised to offer you, the types of documents you may receive, any conflicts of interest we may have and how we, Count, and related parties are paid for the services provided, and our complaint handling process and options available if you are dissatisfied with our services.
This FSG is provided in two parts and both parts must be read together. Part One contains information about Count and the general obligations and arrangements that apply to all authorised representatives. Part Two is the Adviser Profile, which outlines information specific to your Adviser and their firm, including services offered and applicable fees.
Other documents you may receive
In addition to this FSG, when we provide you financial advice we will also present you with a written Statement of Advice (SOA).
This will describe:
advice and strategies we recommend and the reasons why;
the financial products and services we recommend and the reasons why;
any fees or commissions we will receive; and
any associations we have with financial product providers or other parties that have not already been disclosed in this FSG and may influence the advice we provide.
If you receive further financial advice from us, we will present you with either another SOA or keep our own written Record of Advice (ROA). You can request a copy of this by contacting us any time up to seven years from the date of the advice provided.