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Count expands advice growth strategy

Count has welcomed an accounting-led financial planning firm as its latest member firm, continuing its focus on growth in the financial planning sector.

M&A Aidan Curtis 02 April 2020
— 1 minute read

Affinitas Financial Planning has joined Count Financial as the group’s newest corporate authorised representative.

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The financial planning arm is part of the wider Affinitas Group, a Brisbane-based business providing accounting, tax, finance, investment and personal insurance advice.

Acquired by CountPlus in 2019, Count Financial has been focused on recruiting more financial advice firms as part of its growth strategy.

Count Financial chief advice officer Andrew Kennedy said Affinitas joining the group shows the model introduced by CountPlus to support their network of firms was already working.

“Count Financial has transformed as a business, and while we’re proud of what we’ve achieved in the past six months, we have a busy agenda of new initiatives to continue to roll out,” Mr Kennedy said.

“Being able to secure a business like Affinitas as our newest member firm illustrates the appeal of working with a licensee that is driven from the top by people who know the power and value of financial planning.”

Affinitas Financial Planning managing director Brad Peters said the decision to move to Count Financial was about the future of the business and the broader financial planning industry.

He added that the Affinitas Financial Planning team was looking forward to participating in the state-based training and business development opportunities available through Count Financial.

“Count’s size, compliance focus and overall support offering, plus the strength of being backed by the CountPlus listed entity, were all definitely factors in our final choice of licensee,” Mr Peters said.

Count expands advice growth strategy
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