Become an AFSL Member

What we offer

We provide a full-service licensee (AFSL) offer designed to help financial planning businesses deliver advice as effectively and efficiently as possible. Through our strong focus on technology, we have simplified and enhanced the advice delivery process, resulting in significant productivity gains for our advisers. This ensures advice production is maximised, improving client outcomes and experience.

By joining Count, you will get access to our experienced team with deep understanding of advice and the know-how to drive exceptional outcomes for your business. Our AFSL support services include:

Advice Technology: we offer an industry-leading advice technology solution through our partnerships with a range of leading FinTech providers. This delivers a fully integrated tech stack reducing double data entry and giving you more time to spend in front of your clients rather than working on administrative tasks. We have also created 95% more automation of variables in our advice documents, saving time and effort for our advisers. In the past two years, we have seen a 110% uplift in the production of advice documents across our network. We also have a dedicated coaching team able to share best practice advice and provide tailored support.

Professional Standards: Count has a robust and common-sense approach to compliance. Our team is focused on keeping advisers safe through coaching, feedback and an industry-leading reg-tech system to assist with quality assurance. Our Licensee Standards have been rigorously reviewed to ensure they are market-leading, easy to understand and practical to apply with a focus on the provision of quality advice to clients.

Research and APL: We have a broad Approved Product List (APL) to give you choice and flexibility for client recommendations. We have a range of platforms, managed funds, listed securities, annuities and insurance options availabl; many with special rate cards for Count advisers. Through our partnership with Lonsec, we have access to leading research tools, resources and guidance, along with best-in-class market commentary and sector analysis.

Practice Development: Count has a national Practice Development team with representatives servicing each state. Our Practice Development Managers work closely with advisers to develop business plans, explore growth opportunities and client engagement strategies as well as share best practices. They help to facilitate business focus groups, where like-minded firms come together to share ideas around business planning.

Learning and Development: Count focuses on the ongoing professional development of our community by hosting regular PD Days, conferences and webinars with the support of our education partners. These events are an opportunity for our network to come together, connect and experience Count’s renowned sense of community with like-minded peers.

What our advisers are saying

Count conducts an annual survey to measure satisfaction with our licensee offer. Here are some findings from the May 2023 annual survey:

+26 Net Promoter Score (up from +20 in 2022).

92.5% overall satisfaction with support services (consistent with 2022 scores).

93% of our Members would recommend Count to an adviser looking for a new licensee (up from 90% in 2022).

Why quality advisers are choosing Count

"Count offers a professional partnership where advisers come first, their needs are met and their businesses are supported within a robust but common-sense compliance framework, which in turn leads to a better experience for our clients."

Kyle Brown

Director at Kyle Brown Wealth Management

"We chose Count due to their strong focus on innovation and technology to achieve better client experiences and a model which is not aligned to any financial institutions. They were able to show us how their tech solutions improve the advice delivery process, which will enable us to operate more efficiently as a result."

Tania Tonkin

Director at dmca Advisory

"Count is renowned for having a commercial approach to business and focusing on solutions that let Member firms spend more time with their clients. Our client needs are our highest priority, so we chose a licensee partner that simplifies the advice process and allows us to operate with greater efficiency."

Trent Mills

Director at Moore Wealth Advisers

"We are really pleased with our decision to join the Count group. We have already made some great connections with the other Member firms and we feel well prepared and excited for our next phase of business growth."

Catherine Simons

Director at WSC Group

"Count's focus on providing ongoing support to Members without unnecessary red tape was appealing to us. Our client needs are paramount, so we chose a licensee partner that has the tools and systems to make us a more efficient business."

Rhett May

Director at Ebony Rose Group

"We have ongoing relationships with firms who previously joined Count and many of them spoke about how great the transition had been for them. These relationships were instrumental in our decision to join, as we were looking for ways to increase efficiencies that these firms have been enjoying on the back of Count’s strong technology focus."

Matthew Holmes

Director at Financial Momentum

Become an AFSL Member

Become an AFSL Member

Why quality advisers are choosing Count

Kyle Brown

Tania Tonkin

Trent Mills

Catherine Simons

Rhett May

Matthew Holmes

Speak with us to find out more