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.