Count Financial appoints support manager
Count Financial has appointed Henry Cai as its new licensee systems training and support manager.
The move comes as the firm delivered several digital tools that integrated with its version of Xplan to simplify the advice process.
The firm reported a 38% uplift in advice documents issued in 2020 compared to 2019, and the elimination of double data entry in the client discovery phase which resulted in up to 50% efficiency gains in the fact-finding process.
Andrew Kennedy, chief advice officer at Count Financial, said the business was committed to investing heavily in technology solutions given the demonstrable productivity gains that firms were experiencing.
“We’re always looking at new ways we can improve the advice delivery process and our priority at the moment is to upgrade our advice templates,” Kennedy said.
“So far, we have seen a 30% reduction in pages and a 40% reduction in the overall word count within our statements of advice.
“This saves time for our advisers and makes advice documents shorter and easier to understand for our clients.”
Cai said he was excited to join Count Financial and be part of a business that has one eye on the future.
“Count Financial has a reputation for being a forward-thinking business and they know that technology will play an important role for advice firms in the future,” Cai said.
“I’m very pleased to be on board so I can bring our new solutions to life and help advisers all over Australia.”
AUTHOR
Chris Dastoor
Recommended for you
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
