WE UNDERSTAND YOUR BUSINESS
Count is one of Australia's largest network of accountant-based professional advisers, helping around 150 accounting firms build on their success by integrating financial advice into their business for nearly 40 years.
Count offers the opportunity to join a network of like-minded accounting professionals.
We understand the opportunities and challenges faced by accounting firms introducing financial advice to their business offer to the first time. That's why we offer end-to-end support and have a team of professionals and a suite of resources specifically focused on supporting firms that are new to Count.
Given our focus on accountants, we are actively involved in advocacy efforts on industry issues which impact accountants in the provision of quality financial advice to their clients. We also understand that, as an accounting professional, you are subject to a number of specific professional requirements. To that end, our advice documents and Licensee Standards are specifically designed to support you in meeting your obligations under Accounting Professional and Ethical Standard (APES) 230.
Support is the key offer when it comes to being a Member of Count. What’s more, our support services are proven, so we know they’ll help you succeed. Being a Member of Count gives you the right business support to ensure that you are spending more time with your clients.
YOUR CLIENTS COUNT ON YOU. YOU CAN COUNT ON US.
MARKETING & EVENTS
RESEARCH, STOCKBROKING AND INSURANCE
BANKING AND FINANCE SOLUTIONS
Our professional development programs help our Members to grow a sustainable business and deliver quality advice to clients. This keeps our Members on top of industry changes in a dynamic environment.
true PROFESSIONAL DEVELOPMENT Our professional development programs help our Members to grow a sustainable business and deliver quality advice to clients. This keeps our Members on top of industry changes in a dynamic environment.
false MEMBER SERVICES Our Member Services team is available to answer your questions and queries.
false ADVICE SOFTWARE Count’s preferred advice software is Xplan, a customised version of Xplan. We also have a dedicated Xplan team that provides service, support and training on the software.
false BUSINESS DEVELOPMENT The Business Development Team’s focus is to help you build a successful financial planning business.
false MARKETING & EVENTS Our marketing team provides access to a comprehensive suite of client engagement tools that support your client conversations.
false PROFESSIONAL INDEMNITY Our advisers are covered by our professional indemnity insurance. It covers and provides protection from claims arising from the actions of authorised representatives whilst they acted on our behalf.
false RESEARCH, STOCKBROKING AND INSURANCE Count’s Member firms have access to an open-architecture approved product list that has been selected and approved by a professional research team.
false TECHNICAL SERVICES Count Members have access to our technical support team. This team provides specialist support on all technical matters.
OUR NETWORK & COMMUNITY
The Count Advisory Committee ensures that Count management receives and considers direct feedback from Members through elected Committee representation.
Sharing via social media
Count has a private and closed Count LinkedIn group that Members use to post questions and share their experience and insights.
The Count Charitable Foundation
In May 2004, the Count Charitable Foundation (CCF), a private ancillary fund, was founded by Count Financial Limited and Joy and Barry Lambert (founder of Count). The CCF was established to support Count Members and Count staff in their philanthropic endeavours and help them make a significant difference in their communities.
Since its inception the Foundation has donated over $6m to charities in Australia and overseas.