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December 19, 2022 by VentureBendigo

Christmas 2022 Newsletter

Like many of you, we are in disbelief that another year is almost gone. It has been fantastic to have so many face to face appointments again and to help so many clients.

This year Venture launched a Centrelink Only service which assists with ongoing maintenance as well as new applications for Age Pension, Commonwealth and Low Income Health Care Cards, Disability Support Pension and Aged Care. The Venture team will be growing in the new year to keep up with the demand for this service.

Venture has also seen growth in the self-managed superannuation accounting and administration team with Nathan Matthew now working closely with
Ryan and Andrew as a graduate accountant.

In other staff news, Reece Yarwood completed his traineeship in business administration support and has accepted a full time role in our client services team.

It was also with great excitement Bronwyn welcomed not one but two grandchildren into the broader Venture family. In 2023, Bron will be reducing to a 9 day fortnight so that she can enjoy some precious time with some very cute little people!

We thank you for your support this year and look forward to working with you again in 2023.

The Venture team wish you all a very Merry Christmas.

View our Christmas 2022 Newsletter

Financial Services Guide

Our Financial Services Guide (FSG) is a detailed guide to our business and the advice services we offer. It describes the fees we may charge, the information we may collect about you, and the ways we use that information.

If you have any questions, or if anything is unclear, please feel free to contact us.

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Venture Financial Planning Pty Ltd ABN 62 095 194 559 wholly owns Venture Financial Advisers Pty Ltd ABN 60 648 465 445. Venture Financial Advisers is a Corporate Authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count Financial"). Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ABN 111 26 990 832 ("Count") of Level 8, 1 Chifley Square, Sydney 2000 NSW and15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.