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MLC practices join listed dealer group ifa.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifa.com.au Daily Mail and Mail on Sunday newspapers.
IOOF, MLC practices join Count Financial A former Godfrey Pembroke practice and two ex-IOOF aligned firms have joined the listed advice group. A A In a statement, Count Financial said Sydney-based practice Plan Protect, previously from Godfrey Pembroke, had joined the dealer group. Count said the firm had a “strong reputation for providing strategic advice” and was “very much a family business”, with practice principal Janne Ashton’s son Byron Pritchard currently undergoing his professional year under Count’s program. “Changing licensees is a significant decision for any business, so we started with an open mind and spoke to a number of options in the market,” Ms Ashton said. ....
Competition to attract IOOF and MLC Wealth firms has been strong since IOOF announced its acquisition of the MLC Wealth business in the middle of last year. Plan Protect operated under the Godfrey Pembroke license and is the third Godfrey Pembroke aligned firm to joint Count Financial with Ascent Private Wealth and Venture Financial Advisers having joined Count late last year. Both Financial Stability and YS Financial Planning were previously part of the IOOF network. Plan Protect principal, Janne Ashton has been part of the firm since its inception and acknowledged that changing licensees represented a significant move and that she had actually shortlisted 10 differed licensees. ....