Financial Services

HMA Twomey Patterson is a member of Count Financial Group Limited trading as Count Wealth Accountants™ AFS Licence Number 227232. Count is a network made up of over 400 CPA and Chartered Accounting firms throughout Australia with over 900 qualified financial advisers. Count is Australia's largest independently owned financial planning dealer network.

As one of the top 20 Count accountants and advisers in the country, HMA Twomey Patterson is able to provide Financial Planning Services to both existing and new clients.

The delivery of our financial planning services involves assessing your current financial position, helping you define your life goals and then developing a written tax-effective forward plan that is tailored to help you create, build and preserve your wealth without undue risk.

HMA Twomey Patterson's Financial Services Team provides comprehensive, personalised service in the following areas:

• Wealth creation
  • Investment advice & reviews
  • Managed funds
  • Share trading
  • Margin lending
  • Term deposits
  • Superannuation
  • Tax minimisation
  • Salary packaging
  • Self Managed Superannuation
• Wealth Protection
  • Life insurance
  • Income protection insurance
  • T.P.D. insurance
  • Trauma insurance
  • Business insurance
• Leasing and asset purchase 
• Loans
  • Home
  • Business
  • Investment
• Retirement planning
  • Superannuation
  • Estate planning
  • Centrelink entitlements
  • Pensions

The goal of our Count advisers is to guide you through the financial confusion by providing you with a plan giving you control over your financial future.

We are uniquely qualified to offer you tax effective financial and investment advice with on-going support.

HMA Twomey Patterson's Authorised Representatives who are qualified to provide you with Financial Planning services are:

• Chris King
• Matthew Moon
• Geoff Twomey
• David Hodge
• Jenny Officer
• Matthew Woolnough
• Tanya Musgrave 

For any enquiries regarding Count Financial Planning Services for clients, please email count@hmatp.com.au.

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HMA Twomey Patterson is a Member of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.

Lending Services are provided by Count's subsidiary, Finconnect (Australia) Pty Ltd ABN 45 122 896 477.  Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.