At Count, we've been working with accountants for nearly 40 years, helping our network of around 150 Member firms build financial advice solutions into their accounting business offering.
Count holds an Australian Financial Services Licence (No. 227232) and appoints individuals as Authorised Representatives (advisers), under that licence. Our advisers can provide financial advice to clients on a broad range of approved products. This can range from personal risk insurance to investments such as unit trusts, shares, listed property trusts, self-managed super funds and retirement products.
Count's success has been built on our ability to identify opportunities ahead of the curve. This started with Barry Lambert who founded Count Financial Limited back in 1980.
Identifying that accountants were uniquely positioned to understand and assist their clients with a broader range of financial services, Barry saw a gap in the market. He founded Count and began assisting accountants in expanding their services to offer professional financial advice to their tax and accounting clients.
Count is a majority-owned subsidiary of CountPlus Limited, an ASX listed company. Count is one Australia’s largest networks of accountant based professional financial advisers and we have been servicing clients for over 35 years. Count is recognised as a promoter of professionalism and a leader in the financial planning community.
We’re a connected and passionate team of people with a genuine culture of collaboration and mutual support.
View our Executive Management Team
Chief Advice Officer
Head of Practice Development
Head of Professional Standards
Head of Operations
Head of Research