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22 February 2021
Count Financial says three financial advice firms have joined its national network.
Two of the new members are based in Sydney. They are family-owned Plan Protect and YS Financial Planning. The third is a Melbourne-based adviser, Financial Stability.
Count Financial Chief Advice Officer Andrew Kennedy calls it a “huge coup” to have Plan Protect as a member of its advice network. Plan Protect was previously part of Godfrey Pembroke network.
Plan Protect Principal Janne Ashton and the team “have a reputation for delivering exceptional client outcomes so we’re extremely happy to have them coming on board,” he said.
“I know one of their key reasons for joining us was the succession opportunities we can provide, and we will work closely with them so that can eventuate in the years to come.”
YS Financial Planning - headed by Yasu Kuramochi - and Financial Stability - led by Sonia Turkovic - left the IOOF network to join Count Financial.
“[They] are quality advisers that bring experience and expertise to our network and they will be a great cultural fit for the Count Financial community,” Mr Kennedy said.