• Banner

    Financial Planning

    Through expert financial advice and support, our specialist team are dedicated to building long-term relationships with clients by providing a range of financial planning services...

    Read More
  • Banner

    Financial Planning

    Through expert financial advice and support, our specialist team are dedicated to building long-term relationships with clients by providing a range of financial planning services...

    Read More
  • Banner

    Financial Planning

    Through expert financial advice and support, our specialist team are dedicated to building long-term relationships with clients by providing a range of financial planning services...

    Read More
  • Banner

    Financial Planning

    Through expert financial advice and support, our specialist team are dedicated to building long-term relationships with clients by providing a range of financial planning services...

    Read More

Welcome to Summit Financial Advisors

Summit Financial Advisors is focused on providing quality, personal and professional service to all our clients.

Summit Financial Advisors is a Member of Count Wealth Accountants who provides the firm with quality investment research, technical advice and regular training and support. When coupled with the firm's commitment to excellence and accounting and taxation expertise, the result for financial planning clients is a total financial advisory service of the highest quality.

Team Charter

At Summit Financial Advisors, we are in the business of "Exceeding client expectations in a team environment promoting and enjoying opportunities, growth and success".

Summit Financial Advisors Pty Limited ABN 49 612 791 651 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus 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 Ltd.

Business News