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Financial Planning Services

 

Can you afford not to plan for your Financial Future. Mogg Osborne Pty Ltd A.B.N 70 131 399 516 are Authorised Representatives of Count Wealth Accountants, Australian Financial Services Licence Holder Number 227232, a network of accountant-based financial planners, specialising in wealth advice, we are able to offer a range of financial services including;

  • Business Leasing & Asset Purchase *
  • Business Superannuation
  • DIY Superannuation
  • Financial Planning Services
  • Estate Planning Services
  • Superannuation
  • Salary Packaging
  • Wealth Protection
  • Property Investment **

Contact us today for a no obligation and cost free, initial introduction to our wealth management services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services we offer are right for your needs.

Click on the link below for access to Count Financial Limited's comprehensive Financial Planning website.

www.count.com.au

This free consultation does not include tax and accounting services. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.

Please contact us for further information on how we can help you get back to running your business.

Mogg Osborne Pty Ltd offers financial advice as an Authorised Representative of Count Financial Limited (Count), Australian Financial Services Licence Number 227232, using Count's Approved Product List.

* Lending services are referred to Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888 a wholly owned subsidiary of Count Financial Limited.

** Any advice, products, services, or other information provided with respect to or in relation to property investment is not covered by Count's Licence and is not contained on Count's Approved Product List. Specifically, Count makes no representations about the content and suitability of information regarding property investment or advice given to you by Mogg Osborne Pty Ltd.

In particular, Count does not warrant, guarantee or make any representations regarding the correctness, accuracy, reliability, currency, or any other aspect regarding characteristics or use of the information presented with respect to property investment. In no event shall Count be liable for any special, indirect or consequential damages or any damages whatsoever resulting from information or advice regarding property investment, whether in an action of contract, negligence or tort, arising out of or in connection with the information or advice received.

Mogg Osborne Pty Ltd is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

Click here to view Counts Privacy Statement.

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