Small & Gunn, an advice firm headquartered in Sydney, has joined the Count member network.
Small & Gunn, operating on Sydney’s lower north shore, was founded by John Small and Cassandra Gunn.
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They were seeking a licensee that offers a strategic way to enhance the financial advice process.
Small said that Count’s transparent model is “free of institutional conflicts”.
He stated: “The advice and professional standards model focuses on strategic advice that is in the best interest of the client. This resonated with our own values as a business, because we’ve always believed in delivering exceptional client outcomes rather than selling products.”
“It was also very clear that there’s an incredibly experienced head office team that properly understands high quality financial advice and how to effectively navigate the challenges of changing regulation and market volatility.
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By GlobalData“Count has invested heavily in resources and technology that make the financial advice delivery process efficient and effective. Their compliance and professional standards team adopts a more pragmatic approach than some other licensees out there.”
According to Small, the similar values of the two businesses played an integral role in joining the Count network.
A seamless onboarding process allowed Small & Gunn to join Count in only six weeks.
A total of 50 new advisers have joined Count’s network so far in 2020, continuing the CountPlus-owned licensee’s growth plan.
Recently, CountPlus member firm AdviceCo acquired the accounting revenues of boutique advice firm Arch Capital.
The deal was termed as a tuck-in acquisition.
Earlier this year, CountPlus member firm CountPlus One bought the financial planning services of Centenary Financial.
