Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
Financial Planning
Retirement planning, superannuation, estate planning, insurance and cash flow advice.
Warren is the Senior Financial Planner at Count Wealth Taree. He is a well-known and respected Financial Planner in the Manning region with over 33 years’ experience developing a strong and loyal client following.
Warren has expertise in all areas of financial planning, including managing his own successful business, Personal Tax and Planning, for over 20 years prior to joining Count Wealth
Warren holds an Associate Diploma of Business (Accounting), Advanced Diploma of Financial Planning, is a member of the Financial Planning Association of Australia, an Accredited Aged Care Professional, and is a CERTIFIED FINANCIAL PLANNER™ practitioner, which is a globally recognised mark for financial planning professionals.
Warren has a positive, professional and friendly approach to each individual situation. He takes the time to develop professional relationships with all his clients, which is evident with his loyal clients, many of whom have become friends as well as long-term clients.
Rodney Yates is a Financial Adviser at Count Wealth in the Mid North Coast and surrounding areas. He has over 10 years of experience in the Financial Services Industry.
Rodney has a solid knowledge of the financial planning industry and enjoys being able to assist clients to achieve their financial goals.
Rodney holds a Graduate Diploma in Financial Planning through Kaplan Professional.
Outside work, Rodney enjoys spending quality time with his family and friends. Whether it’s taking the kids to the beach or a weekend away camping with friends.