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.
MLC practices join listed dealer group ifa.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifa.com.au Daily Mail and Mail on Sunday newspapers.
Count lures 11 IOOF/MLC firms and 30 advisers moneymanagement.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneymanagement.com.au Daily Mail and Mail on Sunday newspapers.
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.
Victorian firm joins accounting network accountantsdaily.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountantsdaily.com.au Daily Mail and Mail on Sunday newspapers.