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Rowe's expansion era ends at CountPlus - Professional Planner

After a period of condensed growth punctuated by the purchase of licensee Count Financial and investment in numerous provincial advice and accounting businesses, the man behind the CountPlus converged model will step away. ....

Laurent Toussaint , Barry Lambert , Financial Holdings , Financial Planning Association , Matthew Rowe , Wilsons Equity Management , Count Financial , Venture Financial Advisers , Affinitas Financial Planning , Paul Barrett ,

Count secures Godfrey Pembroke and IOOF firms


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. ....

Janne Ashton , Godfrey Pembroke , Sonia Turkovic , Andrew Kennedy , Yasu Kuramochi , Count Financial , Sydney Based Plan Protect , Financial Stability , Ascent Private Wealth , Venture Financial Advisers , Plan Protect , ஜேன் ஆஷ்டன் , காட்ஃப்ரே பெம்பிரோக் , ஆண்ட்ரூ கெந்நெடீ , எண்ணிக்கை நிதி , சிட்னி அடிப்படையிலானது திட்டம் ப்ரொடெக்ட் , நிதி ஸ்திரத்தன்மை , ஏற்றம் ப்ரைவேட் செல்வம் , திட்டம் ப்ரொடெக்ட் ,