Important information

Financial Services Guide

This Financial Services Guide (FSG) provides you with important information about Count Financial Limited and its Authorised Representatives who may provide you with the financial services described in the FSG.

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Adviser profiles

Daniel Lunardi

Authorised Representative 1008936

Download adviser profile for Daniel Lunardi

Tracy (Jingyi) Wang

Authorised Representative 1257484

Download adviser profile for Tracy (Jingyi) Wang

Privacy Policy

Ascent Private Wealth Pty Ltd respects your privacy. If you do not wish to receive any further mail from us, please feel free to contact us. For more information about our firm privacy policy, please get in touch.

To access Count Financial Limited‘s Privacy Policy, please click the button below.

Privacy Policy

General Advice Warning

The advice provided here is general in nature only as, in preparing it we did not take account of your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

About Count

Ascent Private Wealth Pty Ltd ABN 63 112 123 742, 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. 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.

Currency of information

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.

Terms of Use

Ascent Private Wealth Pty Ltd’s website, (“the website”). This website is owned and operated by Ascent Private Wealth Pty Ltd ABN 63 112 123 742. Your access to the website is subject to these terms of use, Count Financial Limited’s Group Privacy Policy, and disclaimers of specific parts of the website (“Terms of Use”).

Your use of the website constitutes your agreement to the Terms of Use. You can review the Terms of Use by following the link labelled “Important Information” within the Website.


  • Services means the accounting, taxation and financial advice services offered as listed on the website.
  • Website means the website
  • We / Us etc means Ascent Private Wealth Pty Ltd and any employees, officers or agents.

Accuracy of Information
The information on the website is provided to you by Ascent Private Wealth Pty Ltd has been derived from sources believed by us to be reliable and accurate at the time of providing it. We have taken proper care and precautions to ensure that the information we provide on this Website is accurate.  However, we cannot guarantee, nor do we accept any legal liability arising from or connected to, the accuracy, reliability, currency or completeness of anything contained on this Website or on any linked site. The information contained on this Website should not take the place of professional advice.

To the extent permitted by law, Ascent Private Wealth Pty Ltd and its employees and officers exclude all liability for any loss or damage (including indirect, special or consequential loss or damage) arising from the use of, or reliance on, any information on the website whether or not caused by any negligent act or omission. If any law prohibits the exclusion of such liability, Ascent Private Wealth Pty Ltd hereby limits its liability, to the extent permitted by law, to the resupply of the said information.

Not a recommendation, offer or invitation to invest
The information on the website is not intended to be a recommendation, offer, or invitation to take up securities or other financial products by any company or person. This information is general advice only and does not take into account your or any particular investor’s particular circumstances. You should always consult a financial adviser for advice that addresses your specific needs and situation before making investment decisions.

You should seek professional advice as to the implications of particular investment decisions and options.

The Australian Position Only
The information contained in this Website relates only to Australia and not to any other country.

Links to other sites
Ascent Private Wealth Pty Ltd has not reviewed any websites which may link to this website or to which this website links. We are not responsible for the content of any other websites or pages linked to or linking to this website. We do not endorse or otherwise sponsor such links. Such links are provided solely for your convenience and information. Following links to any other websites or pages shall be at your own risk.

Ascent Private Wealth is a registered trademark owned by Ascent Private Wealth Pty Ltd.

Linking Policy
You may only provide a link to this website from a website provided that you link to the home page (, and obtain the written permission of Ascent Private Wealth Pty Ltd.

Information Collection
Use of information you have provided us with, or that we have collected and retained relating to your use of the Website and/or our Services, is governed by Count Financial Limited’s Privacy Policy. By using this Website and the Services associated with this Website, you are agreeing to the Privacy Policy. To view the Privacy Policy and read more about why we collect personal information from you and how we use that information, click the Privacy Policy button above. Importantly, Ascent Private Wealth respects your privacy. If you do not wish to receive any further mail from us, please feel free to contact us on 03 9672 5111.