Serendipity Wealth Advisors join Count Financial

28 Oct 2021

Count Financial has announced the appointment of Serendipity Wealth Advisors (Serendipity) as the latest firm to join its national advice community.

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CountPlus expands core service offering with Accurium acquisition

CountPlus today announced it has entered into an agreement to acquire Accurium for an acquisition price of $9.0 million from Challenger Limited.

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CountPlus investment in Southern Cross Business Advisers

CountPlus has finalised terms to acquire a 49% shareholding in Southern Cross Business Advisers (SCBA), a leading accounting firm based in Mildura with a satellite office in Melbourne.

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CountPlus maintains growth focus and a 20% dividend increase to shareholders

CountPlus has today released its 2021 Full Year Annual Results, announcing an increase in dividends, core firm earnings growth, further progress in transitioning Count Financial to a clean operating model and a strong balance sheet to fund future growth.

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Count Financial nominated for Dealer Group of the Year Award

Count Financial has been nominated for Dealer Group of the Year in the IFA Excellence Awards for 2021.

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Matthew Rowe wins Industry Leadership Award

CountPlus CEO and Managing Director Matthew Rowe has won the Industry Leadership Award as part of the 2021 CoreData Licensee of the Year Awards.

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Count Financial’s supportive approach praised by former AMP adviser

Count Financial has been praised by former AMP adviser Mary Benton for the impressive way that the CountPlus-owned licensee has supported her business.

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CountPlus Member firm Unite Advisory merges with Bentley Brett & Vincent

CountPlus  has announced that Member firm Unite Advisory Pty Ltd (Unite) has finalised terms to acquire and merge with Bentley Brett & Vincent (BBV), an accounting and financial advisory firm based in Coffs Harbour.

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Count Financial reveals enhanced adviser productivity

Count Financial  has released data around productivity improvements and efficiency gains for its national adviser network.  

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Two Adelaide-based firms join Count Financial

Count Financial has announced that two Adelaide-based firms have joined its national advice network. Adelaide Private Wealth and DMCA Advisory are the latest firms to join the CountPlus-owned network, which has now appointed 25 new firms since the start of 2021.

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Important information: This web page may contain general advice. It does not take account of your objectives, financial situation or needs. You should talk to a financial adviser before making a financial decision.
This web page has been prepared by Count Financial Limited ABN 19 001 974 625, AFSL 227232, (Count). Count is 85% owned by CountPlus Limited ACN 126 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney NSW 2000 and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney NSW 2000. 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. Count Wealth Accountants® is the business name of Count. Count advisers are authorised representatives of Count. While care has been taken in the preparation of this web page, no liability is accepted by Count, its related entities, agents and employees for any loss arising from reliance on the information contained in the web page.

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