Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
QUEENSLAND
Rockhampton
Situated right in the heart of Queensland, it is a bustling area of agriculture and industry, but also tourism and lifestyle, with a modern nightlife and some of the best food and dining options in the state.
A wide array of people live and work in Rockhampton, and that’s why Count Wealth is the financial planner Rockhampton locals can rely on. Our services are broad, and our business is national, so you can be sure that when you come to us, your financial concerns will be looked after.
Our Services
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Investment Management
Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.
Accounting & Tax
Tax returns, business structuring, bookkeeping, SMSF accounting and audit.
Lending Solutions
Home loans, refinancing, and business lending arranged through our credit team.
Our Team in Rockhampton
Dean is a Financial Adviser at Oracle Advisory Group Rockhampton. He has a wealth of knowledge and experience having worked over thirty years as an Accountant and Financial Advisor.
Dean holds a Bachelor of Business (Accounting), and a Diploma of Financial Planning and he has also undertaken additional study on self-managed superannuation funds.
Dean is passionate about financial markets, business, the economy, and the need for clients to plan for their future.
Outside of work, he supports the Western Bulldogs in the AFL and enjoys chasing barramundi, keeping fit and Test cricket.
Address & hours
Suite 3
145 East Street
Rockhampton QLD 4700
07 4836 6190
Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed
Local market notes
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Lynne
We really appreciate the many ways in which Adam has looked after us over the years. We have always found him to be accessible and responsive to our changing needs. Adam's exceptional customer service continues to exceed our expectations.
Greig & Chris
Graham has been advising my wife and I for a number of years. He is most professional and very helpful in guiding us in the right direction regarding our portfolio, and always takes the time to fully explain his recommendations.
Julie & Garry
I would like to express my sincere thanks for your professionalism and detailed knowledge of all things money management. It is very refreshing in business to have complete faith in all you do and say.
Lyn & Justin
A massive thanks for all your help in realigning Mum’s financial situation Leonie, you have not only acted extremely professionally but your personal care takes it to another level. For this, we are greatly indebted. We are extremely grateful for all your assistance and look forward to working with you again in the near future.
Thelma
A visit is always a happy one with all staff who are happy to have a chat before we get into business matters. I was provided with all the information that I needed for my coming project and am looking forward to continuing my business with the company. Robert continues to grow my investments with his advice and I would recommend anyone to the company.