Our main focus is to provide our business clients with a "road map" for the future.
KW Grimes & Associates Pty Ltd is uniquely positioned to provide you with total financial care.
Ken has been a qualified Chartered Accountant and Registered Tax Agent since 1984. In 2003 Ken recognised the need to provide a total financial service to his clients and became an Authorised Representative of * Count Financial Limited.
Ken is a member of the Institute of Chartered Accountants in Australia and a Registered Tax Agent. He has obtained a Bachelor of Business (Accounting) and Diploma of Financial Services Financial Planning).
In his 30 years in practice Ken has acquired a formidable range of expertise and experience. Ken can assist in any area including income tax planning, business development, investment and financial planning.
In his spare time Ken enjoys a number of recreational sports including golf, fishing and skiing.
Samuel commenced with the firm in 2003 and completed a Bachelor of Business (Accounting) at La Trobe University Bendigo in 2008. Samuel is part of the taxation and business Services team performing taxation and small business accounting.
In 2010 Samuel completed a Diploma of Financial Services (Financial Planning) and is now an important part of our financial services team as an Authorised Representative of *Count Financial Limited. Samuel also became a member of the Financial Planning Association in 2015.
Samuel manages a portfolio of taxation and financial planning clients.
Samuel enjoys playing golf.
*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. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.
KW Grimes & Associates Pty Ltd is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
This website will always contain the latest version of our FSG
part 1 and
part 2, which includes important information about our firm, your financial adviser, and our licensee.
Information on this website is based on current regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this information, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on information within.