Count Financial

Financial planning

Count marks ‘milestone’ FY25, M&A deal size growing

Count chief executive Hugh Humphrey has said FY25 was a “milestone year” for the business as it completed its Diverger integration, exceeding targets with $5.1 million in...

Financial planning

Count Gold Coast inks double acquisition

Count Gold Coast, an equity partner of Count, has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its fin...

Financial planning

Count merger strengthens South Australian presence

An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equit...

Financial planning

Count CEO on the high cost to scale up an AFSL

The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if the...

Financial planning

Count seeks to boost advice revenue

Count is looking to adviser recruitment, acquisition of financial planning fee parcels, and cross-selling to accounting clients to improve its financial planning revenue ...

Financial planning

Former Count chair joins Assured Support

Financial services consultancy Assured Support has appointed a new chairman to its advisory board, who previously served as Count’s chair and chief executive of the FPA....

Financial planning

Long-term career development pivotal for retention beyond PY

Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportun...

Financial planning

Anticipating the year ahead for 5 major advice players

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....

Financial planning

HeirWealth welcomes former Count executive

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....

Financial planning

Count sees 104% FUA growth in ‘transformative’ FY24

The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....

Financial planning

Which licensees led adviser growth and losses in FY24?

With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...

Financial planning

Supporting the next generation of advisers at AMP and Count

Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY c...

Financial planning

Count divests Bentleys WA business

Count has divested its Bentleys WA business for a lower purchase price than initially forecast....

Financial planning

Count leads financial adviser losses

There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....

Financial planning

Further adviser losses seen at two major licensees

Two of Australia’s largest financial advice licensees, Count Financial and AMP Group, have each lost five advisers this week, while Sequoia has “bounced back” after recen...