SUPPORTING ACCOUNTING FIRMS FOR NEARLY 40 YEARS

WHO ARE WE

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.


OUR LICENCE


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.

 

OUR STORY


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.

 

OUR TEAM


We’re a connected and passionate team of people with a genuine culture of collaboration and mutual support.

View our Executive Management Team

Michael Spurr
Chief Advice Officer

Andrew Kennedy
Head of Practice Development

Shannon Durrant
Head of Professional Standards

Kara Boden
Head of Operations

Adam El-Ansary
Head of Research

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