On 29 May 2023, Count Limited (Count) completed the acquisition of Affinia Financial Advisers Limited from TAL. The Affinia acquisition positions Count as Australia’s leading integrated accounting and wealth services provider and a major player in the future of wealth management in Australia. 

As a result of the acquisition, Count Limited and its related entity, Count Financial Limited will provide Licensee support services to Windmill Financial Planning including research, supervisory activities, and back-office support. Windmill Financial Planning has adopted the Count Privacy Policy, for your information. The personal information Windmill Financial Planning holds about you will be managed in accordance with Count’s Privacy Policy

We are very excited to be part of the Count group and look forward to continuing to work with you as we always have. The good news is, the acquisition won’t impact or change how we work together. If you have any questions, please let us know.

While we have provided everyone we work with a copy of our updated Financial Services Guide (FSG) issued 29 May 2023 reflecting this change, it can also be found here. The FSG outlines important information in relation to our relationship with Count and Count Financial.

If you have any questions about the acquisition, please reach out.

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