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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 ,

Another significant Godfrey Pembroke firm chooses Count Financial


Venture represents a mature financial planning firm in Bendigo with a 20-year track record and a 13-person team specializing in financial planning and SMSF accounting.
Count chief advice officer, Andrew Kennedy, confirmed the arrangement and said that the appointment of Venture was a massive coup for the licensee which continues to target quality advice firms to join its network.
“The team at Venture have a strong reputation for working in close partnership with their clients to create positive outcomes and we’re extremely happy to have them coming on board. Their experience will be a valuable resource for other firms in our network to leverage as we look to deliver more peer sharing initiatives in 2021,” he said. ....

Godfrey Pembroke , Nicola Chaffe , Andrew Kennedy , National Australia Bank , Count Financial , Venture Financial Advisers , Bendigo Based Venture , National Australia , Ascent Private Wealth , காட்ஃப்ரே பெம்பிரோக் , நிகோலா சாப , ஆண்ட்ரூ கெந்நெடீ , தேசிய ஆஸ்திரேலியா வங்கி , எண்ணிக்கை நிதி , பெண்டிகோ அடிப்படையிலானது துணிகர , தேசிய ஆஸ்திரேலியா , ஏற்றம் ப்ரைவேட் செல்வம் ,