How Count Financial is investing in the next generation of advisers

9 Apr 2021

In 2020, Count Financial launched its Professional Year Program on the back of FASEA’s requirement that new entrants into the financial planning industry undergo supervised work and training before becoming authorised as a financial adviser. Since that launch, we have already had our first graduate from the program at one of our long-standing Melbourne-based firms.

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Count Financial grows national advice network with three former MLC firms

Count Financial Limited (Count Financial) has announced that three former MLC firms are joining its national network of advice businesses.

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Count Financial grows its national advice network with four former IOOF firms

Count Financial has announced that four new firms have joined its national network of advice businesses. These four firms were previously part the IOOF network, operating under the Bridges and Executive Wealth Management Financial Services licenses.

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CountPlus releases half-year financial update

CountPlus Limited (ASX: CUP) today issued its Half-Year (1H21) financial update for the six months ending December 31, 2020. The Company has reported net profit attributable to shareholders for the period of $4.082M, a 65% increase on the same period to December end 2019.

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Count Financial grows national advice network with three new firms

Count Financial has announced that three new firms have joined its national network of advice businesses. Sydney-based advice firms Plan Protect and YS Financial Planning join Financial Stability from Melbourne as the three newest firms in the CountPlus-owned licensee.

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Count Financial continues strong investment in advice technology

Count Financial Limited (Count Financial) has continued its strong focus on delivering advice technology solutions with the appointment of Henry Cai as its new Licensee Systems Training and Support Manager.

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Opportunities for business succession through Count Financial

One of the key issues confronting financial advice businesses in the current advice landscape is managing how your business will continue to operate once you have decided to exit or retire from the industry.

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Count Financial adds Venture Financial Advisers to Member Network

Count has announced that Bendigo-based advice practice Venture Financial Advisers (Venture) will be joining the revamped group as its newest Member firm.

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Count Financial appoints Queensland-based Practice Development & Growth Manager

Count Financial has announced the appointment of Stephen Carton as their new Queensland-based Practice Development & Growth Manager.

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Count Financial adds Ascent Private Wealth to Member Network

Count has announced that Melbourne-based advice practice Ascent Private Wealth Pty Ltd (Ascent) have made the decision to join their advice network.

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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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