StrategyOne joins Count Financial

Count Financial has announced the appointment of StrategyOne Advice Network as the latest firm to join its national advice network.

The appointment continues the CountPlus-owned licensee’s growth strategy, having already appointed 16 new firms since the start of 2021.

StrategyOne are based in northern Sydney and were previously part of the Fitzpatricks network before moving to Count Financial. They have a team of nine, which includes three financial advisers who specialise in strategic financial advice to help clients build and protect their wealth.

Speaking about their reasons for partnering with Count Financial, Virginia Heyer, Managing Director at StrategyOne, said the clean licensee model and commitment to the future of advice were key factors in their decision.

“The fact that Count Financial is not owned by a retail product manufacturer is important, because we wanted to work with a licensee partner that has client best interest at the forefront, rather than product distribution. Given that we also have a Professional Year (PY) candidate in our firm, Count Financial’s well-structured PY framework supports new entrants to the industry and will help us immensely.”

Andrew Kennedy, Chief Advice Officer at Count Financial, said that StrategyOne are a quality firm who are an excellent cultural fit for the network.

“Virginia and the team at StrategyOne are a fantastic addition to our community. We have a strong family feel within our adviser network, and I have no doubt that the StrategyOne team will fit in well and bring tremendous knowledge to the rest of our Membership, given our ‘best practice sharing’ ethos.”

Like to know more?