Count lures 11 IOOF/MLC firms and 30 advisers



Count Financial has continued to grow its advice network at the expense IOOF’s acquisition of MLC Wealth with the company adding three more firms to its license, bringing the total number of firms recruited this year to 11 made up of 30 advisers.
The three further firms announced today as joining the Count Financial network have been drawn from under the Godfrey Pembroke, Meritum and Garvan licenses.
What is more, Count signalled that it is currently in due diligence with respect to other IOOF/MLC Wealth advice firms which could see it add close to 100 more advisers.
The firms are Sapphire Coast Financial Services, Next Generation Financial Planning and Aspire Financial Planning group.
The three recruits won over to Count are consistent with the company’s growth strategy and follow on from the Count’s 17 March announcement that it had recruited four former IOOF firms. Count Financial Limited (Count Financial) has announced that three former MLC firms are joining its national network of advice businesses.
The company noted that Sapphire Coast Financial Services is the fourth firm to join from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect.
Commenting on the latest firms to join the Count license, the company’s Chief Advice Officer, Andrew Kennedy said the appointment of all three firms was a boost for the licensee which continued to target quality advice firms to join its network.
“Sapphire Coast, Next Generation and Aspire are three exceptional advice firms that we are delighted to have joining our national network. They bring experience and expertise which the rest of our Member network will be able to benefit from,” he said.
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