Venture represents a mature financial planning firm in Bendigo with a 20-year track record and a 13-person team specializing in financial planning and SMSF accounting.
Count chief advice officer, Andrew Kennedy, confirmed the arrangement and said that the appointment of Venture was a massive coup for the licensee which continues to target quality advice firms to join its network.
“The team at Venture have a strong reputation for working in close partnership with their clients to create positive outcomes and we’re extremely happy to have them coming on board. Their experience will be a valuable resource for other firms in our network to leverage as we look to deliver more peer sharing initiatives in 2021,” he said.