THE COUNT DIFFERENCE

BUILD ON YOUR SUCCESS WITH COUNT

WE UNDERSTAND YOUR BUSINESS

Count is Australia's largest network of accountant-based professional advisers with a 35 year history of helping around 300 accounting firms build on their success by intergrating financial advice into their business.

Count offers the opportunity to join a network of like-minded accounting professionals. 

We understand the opportunities and challenges faced by accounting firms introducing financial advice to their business offer to the first time. That's why we offer end-to-end support and have a team of professionals and a suite of resources specifically focused on supporting firms that are new to Count.

Given our focus on accountants, we are actively involved in advocacy efforts on industry issues which impact accountants in the provision of quality financial advice to their clients. We also understand that, as an accounting professional, you are subject to a number of specific professional requirements. To that end, our advice documents and Licensee Standards are specifically designed to support you in meeting your obligations under Accounting Professional and Ethical Standard (APES) 230. 

How financial advice can help your accounting business

Accounting businesses in the Count network are benefiting by adding advice to their service offering. Gold Group Consulting, an accounting firm in Queensland and Count member, their Partner Tyson Flower shared his story on what to expect when going through this process:

Read more about how Gold Group Consulting integrated financial advice into their accounting business.

Learn more about Tyson's first hand experience in the short 1 minute video below.

SUPPORT SERVICES

Support is the key offer when it comes to being a Member of Count. What’s more, our support services all proven, so we know they’ll help you succeed. Being a Member of Count gives you the right business support to ensure that you are spending more time with your clients.


YOUR CLIENTS COUNT ON YOU. YOU CAN COUNT ON US.

COUNT

SERVICES

true PROFESSIONAL DEVELOPMENT Our professional development programs help our Members to grow a sustainable business and deliver quality advice to clients. This keeps our Members on top of industry changes in a dynamic environment.
false MEMBER SERVICES Our Member Services team is available to answer your questions and queries.
false ADVICE SOFTWARE Count’s preferred advice software is Voyager, a customised version of Xplan. We also have a dedicated Voyager team that provides service, support and training on the software.
false PARAPLANNING You never need to have a resourcing gap again. We understand that our Members don't always have the time to prepare a Statement of Advice (SoA) for their clients, so our Paraplanning team can help.
false BUSINESS DEVELOPMENT The Business Development Team’s focus is to help you build a successful financial planning business.
false MARKETING & EVENTS Our dedicated marketing team provides you with comprehensive suite of client engagement tools that support your client conversations.
false PROFESSIONAL INDEMNITY Our advisers are covered by our professional indemnity insurance. It covers and provides protection from claims arising from the actions of authorised representatives whilst they acted on our behalf.
false RESEARCH, STOCKBROKING AND INSURANCE Count’s Member firms have access to an open-architecture approved product list that has been selected and approved by a professional research team.
false TECHNICAL SERVICES Count Members have access to Australia’s leading technical support team, FirstTech. This award winning team provides specialist support on all technical matters.
false BANKING AND FINANCE SOLUTIONS Our Banking and Finance Solutions team provide a range of options to help you diversify your business income stream - including lending, asset finance and referral solutions

OUR NETWORK & COMMUNITY

Finconnect

A wholly-owned subsidiary of Count Financial, Finconnect is a boutique mortgage aggregation business that assists accountants and financial advisers to provide lending solutions to their clients through a range of flexible options.

With Finconnect you have the option to become an accredited loan writer within your business or refer to an accredited lending specialist contracted to Finconnect.

Advisory Council

The Count Advisory Council ensures that Count management receives and considers direct feedback from Members through elected Council representation, with each State having a Council Representative. The Council meets formally four times a year.

Women in Advice Committee

The Women in Advice Committee is another Count Member initiative. The Committee was formed by a group of female advisers who wanted to provide women who work in financial advice with the support they need to succeed. The Committee has four key areas of focus:

  1. Mentoring
  2. Networking
  3. Education pathways for careers in advice
  4. Attracting and retaining female clients

The Women in Advice Committee meets quarterly and each year host a professional development function at the the Annual Count Conference.

Sharing via social media

Count has a private and closed Count LinkedIn group that Members use to post questions and share their experience and insights.

The Count Charitable Foundation

In May 2004, the Count Charitable Foundation (CCF), a private ancillary fund, was founded by Count Financial Limited and Joy and Barry Lambert (founder of Count). The CCF was established to support Count Members and Count staff in their philanthropic endeavours and help them make a significant difference in their communities.

Since its inception the Foundation has donated over $6m to charities in Australia and overseas.


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