Count recruits Fitzpatricks advice firm



Count Financial has continued to build its advice numbers off the market fluidity created by the IOOF acquisition of MLC Wealth, this time announcing that a Fitzpatricks-aligned firm has come on board.
Count announced today that StrategyOne Advice Network had come on board, bringing the number of firms recruited to the license to 16 since the beginning of 2021.
StrategyOne, which boasts a team of nine including three financial advisers, is based in northern Sydney and was previously part of the Fitzpatrick’s license.
Commenting on the move, StrategyOne managing director, Virginia Heyer, said Count Financial’s clean licensee model and its commitment to the future of advice were key factors in the decision.
“The fact that Count Financial is not owned by a retail product manufacturer is important, because we wanted to work with a licensee partner that has client best interest at the forefront, rather than product distribution,” she said. “Given that we also have a Professional Year (PY) candidate in our firm, Count Financial’s well-structured PY framework supports new entrants to the industry and will help us immensely.”
Count chief advice officer, Andrew Kennedy, said he regarded StrategyOne as a quality firm which represented an excellent cultural fit.
Recommended for you
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June.
Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the benefits of liquid alternatives.
Having reset its market focus to high-net-worth advisers, Praemium’s administration solution has been selected by Bell Potter in a deal that increases the platform's funds under administration by $6 billion.
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25.