SVS Management Services Pty Ltd

Financial Planning

SVS Management Services Pty Ltd (ABN 24 948 294 176 ACN 005 998 827) is an authorised representative of Count Financial Limited (ABN 19 001 974 625 trading as Count Wealth Accountants) Australian Financial Services License Holder Number 227232. Our firm is therefore able to provide a wide range of financial planning and investment services to our clients. This includes the purchase and sale of shares, managed investments, superannuation and other investment opportunities. Our Bendigo Bank agency also enables us to arrange short and long-term fixed interest investments.

Portfolio Management

For clients with investments, our company provides a regular reporting and up-dating service to ensure that all investments are scrutinised and suitable to the needs of the investor. We encourage our clients to use our address for correspondence to ensure all dividends and other sources of income are correctly recorded. This also means that we are able to analyse and take necessary action on other correspondence received.

Insurance

Through Count Wealth Accountants we are able to advise on and provide access to all forms of Personal Risk Insurance and through our agency with the Bendigo Bank, on all forms of General Insurance.

Disclaimer: 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.

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