In 2020, Count Financial launched its Professional Year Program on the back of FASEA’s requirement that new entrants into the financial planning industry undergo supervised work and training before becoming authorised as a financial adviser. Since that launch, we have already had our first graduate from the program at one of our long-standing Melbourne-based firms.

We’re committed to the future of advice and understand the importance of nurturing a new generation of financial advisers. At the moment, we have seven aspiring advisers going through our Professional Year Program, and another four who have agreed to commence are currently going through our onboarding due diligence process. These are significant numbers when you consider that there only around 300 Professional Year participants across the entire industry.

Our Professional Year Program was designed to make the experience as intuitive and efficient as possible for both participants and their supervisors. We provide a range of tools such as templates, educational materials and a suggested calendar of topics to support participants throughout the year and help them get the most out of the program.

For our Member firms, having a participant in the program opens avenues for client growth and the opportunity to implement a more definitive business succession plan with another adviser in their business.

For more detailed information on the program, including responsibilities and requirements, please download a copy of our Professional Year Program Guide.

Next steps

We would welcome to the opportunity to speak to your firm about our Professional Year Program, along with the full range of benefits that come from joining the Count Financial network. To find out more, please contact Joe McCann, Head of Growth & Partnerships on 0423 946 439. You can also download a copy of our overview brochure to learn more about our full-service licensee offer.