SUPPORTING ACCOUNTING FIRMS FOR OVER 35 YEARS

SUPPORTING ACCOUNTING FIRMS FOR OVER 35 YEARS

ABOUT US

ONE OF AUSTRALIA'S LARGEST NETWORK OF ACCOUNTING-BASED ADVISORY FIRMS

At Count, we've been working with accountants for over 35 years, helping our network of around 300 member firms build financial advice solutions into their accounting business offering.


Who is Count

Count is Australia’s largest network of accountant-based professional advisers, with almost 300 accounting firms nationwide. For over 30 years, we have supported our Members in providing quality financial advice to clients.  

Count holds an Australian Financial Services Licence, under which we appoint individuals within our Member firms as Authorised Representatives.  These individuals are able to provide financial advice.

Count provides a range of services and business support to our Members. Being a Member of Count is about more than just the services; it’s also about being part of a vibrant community of like-minded professionals who exchange insights and practical know-how to help their clients reach their financial goals.

With access to a wide range of quality investment and insurance solutions, Count Members can offer clients choice and flexibility when it comes to mapping out their financial future.

We know the financial services landscape is dynamic, so it’s important to keep up to date with industry, market and regulatory developments. Through Count’s ongoing professional development programs, our advisers adhere to amongst the highest professional standards in the industry, ensuring they can respond quickly and effectively to client needs.

As a wholly-owned subsidiary of the Commonwealth Bank group of companies, we can provide our Members and their clients with the benefits that come with the strength of Australia’s leading financial institution. 

To find out more about how to join the Count network, call us on 1300 732 266.

WHO IS COUNT?

  • 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 listed on the Australian Stock Exchange and was bought by the Commonwealth Bank of Australia in 2011. While the Count network has grown over the years to also include specialist non-accountant advisers, our focus continues to be on supporting accounting firms to assist their clients and grow their business through the provision of financial advice. 

  • OUR TEAM

    The team behind you

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

    View our Executive Management Team below.

    Ed Box

    General Manager

    Karl Sklenars

    Executive Manager, Practice Development

    Julia MacFarlane

    Executive Manager, Business Delivery and Development

    Therese Nguyen

    Executive Manager, Risk Management and Compliance Self Employed Channel

    Aman Ramrakha

    Executive Manager, Research
    CBA Wealth Management Advice

    Mark Schultz

    Senior Executive, Banking and Finance Solutions

    Peter Duvall

    Head of Advice Marketing

LIKE TO KNOW MORE?