What we offer
We want you to spend more time with clients, so we give you the tools, resources and frameworks you need to make that a reality.
Our support services
Count is a full-service licensee, meaning we provide the complete range of systems, tools, resources and support mechanisms to help your practice deliver advice efficiently and effectively. Here is a snapshot of the range of services we provide:
Member Services Team
Dedicated support starts on the front line. Advisers and their support staff can access our Member Services team directly.
Member onboarding and administration
The key to your business success is being able to get on with the job of delivering advice. Our dedicated Member Administration team is responsible for organising your onboarding efficiently and effectively, so that you can be up and running without unnecessary delays. They will also manage any required updates for your business and keep you informed of any administrational matters that need addressing.
XPLAN coaching and workflow solutions
Count Members have access to our customised version of XPLAN, which includes additional tools and resources such as templates and client engagement solutions. We also have an expert team dedicated to XPLAN coaching, support and workflow improvements to ensure that your business can create operating efficiencies through best-of-breed tech solutions.
Domestic paraplanning supplier panel
We offer an extensive paraplanning panel that includes five domestic firms. These firms and their paraplanners are based in Australia and all data is stored domestically. Importantly, they use our version of XPLAN to ensure a seamless integration with your practice to deliver exceptional outcomes for your clients.
Our experienced Professional Standards team has a deep understanding of the rules and regulations surrounding financial advice and provide robust tools and frameworks to help you deliver quality advice in the best interests of your clients.
Our state-based Practice Development Team is your firm’s resource for everything you need to know to keep your practice performing optimally. They can help you achieve your future goals and give valuable insights, thanks to their extensive experience in financial advice.
Research & APL
Count’s Member firms have access to an open-architecture approved product list that has been selected and approved by our experienced Research team. We support product selection based on client best interest, which is why we have a wide selection of acceptable products.
Marketing and client engagement
We provide you with ‘off the shelf’ marketing solutions, including regular newsletters, fact sheets, seminar presentations, brochures and other collateral to help you explain important advice topics to clients. We also provide training on how to promote your business through digital platforms and social media. Our communications team provide you with real time updates about important industry developments and enable you to respond accordingly.
Professional Development and Education
We have a team dedicated to supporting you grow. Our programs keep you on top of the industry changes and we have Professional Development Days to provide you with the opportunity to maintain, update and develop your knowledge and skills.
We’ve partnered with Kaplan Ontrack to ensure your CPD is conducted by the industry leading education provider.