About Count Financial

Count Financial is Australia’s leading network of accounting-led financial advice businesses. For 40 years, we’ve driven this model because we believe in the trust and understanding that comes from the accountant/client relationship.

Our product is financial advice – that means we’re not institutionally aligned, and our Members are not incentivised to sell products. At a time when other licensees are exiting the industry, we’re doubling down on our commitment to financial advice because we understand the important role it plays in helping Australians achieve their financial and lifestyle goals.

Count Financial was founded by Barry Lambert in 1980. What started with an idea for accountants to provide financial advice has transformed into a network of expertise and experience with 40 years of history. In 2011, Count was purchased by the Commonwealth Bank of Australia, and In 2019, it was acquired by ASX-listed company CountPlus Limited.

Count has a number of firms and are committed to an accounting-led approach, with the majority offering both accounting and financial advice solutions to clients. They are a community of like-minded peers who engage with each other, share best practice and have a sense of family.

Counts leadership team have extensive experience in financial advice and wealth management. They are passionate about helping all of their members and operate as effectively and efficiently as possible to deliver quality advice to clients.

Ascent Private Wealth Pty Ltd ABN 63 112 123 742, is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.