Lloyd L Carter

“Dear Rocky,

The efforts you have expended on our behalf over the past several years are greatly appreciated by myself and all of our staff.

You have provided excellent advice on general business matters, business and personal taxation, investments and retirement goals not only for the company but for several of our employees.

I am of the firm opinion that on a benefit/cost basis you have cost us nothing as the benefits we have received from you far exceed the cost. I consider you to be not only a trusted advisor but I have also come to value you as a close associate and personal friend. You have made measurable contributions to the growth our company has experienced over the past several years.”

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    This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

    All services are provided as a Corporate Authorised Representative of BG Wealth Management Pty Ltd, ABN 14 127 520 558, AFSL 496348.


    Financial Planning Services provided as an authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count. www.count.com.au

    "Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited".