Another significant Godfrey Pembroke firm chooses Count Financial
Despite suggestions that Godfrey Pembroke firms were moving en masse to IOOF, Count Financial will today announce that significant Godfrey Pembroke firm, Venture Financial Advisers, will be moving under the Count license.
The Bendigo-based Venture is the second significant Godfrey Pembroke firm to join Count in the past two months since IOOF announced it was acquiring MLC Wealth from National Australia Bank.
Count Financial’s parent firm, CountPlus previously announced that Ascent Private Wealth was joining the license.
Venture represents a mature financial planning firm in Bendigo with a 20-year track record and a 13-person team specializing in financial planning and SMSF accounting.
Count chief advice officer, Andrew Kennedy, confirmed the arrangement and said that the appointment of Venture was a massive coup for the licensee which continues to target quality advice firms to join its network.
“The team at Venture have a strong reputation for working in close partnership with their clients to create positive outcomes and we’re extremely happy to have them coming on board. Their experience will be a valuable resource for other firms in our network to leverage as we look to deliver more peer sharing initiatives in 2021,” he said.
Venture director and financial adviser, Nicola Chaffe, said the decision to move under the Count license had been influenced by the values-based approach shared both businesses.
She noted that Count Financial had driven the accounting-led financial advice model in Australia and said this made it the natural partner for Venture.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
