Count Financial appoints support manager
Count Financial has appointed Henry Cai as its new licensee systems training and support manager.
The move comes as the firm delivered several digital tools that integrated with its version of Xplan to simplify the advice process.
The firm reported a 38% uplift in advice documents issued in 2020 compared to 2019, and the elimination of double data entry in the client discovery phase which resulted in up to 50% efficiency gains in the fact-finding process.
Andrew Kennedy, chief advice officer at Count Financial, said the business was committed to investing heavily in technology solutions given the demonstrable productivity gains that firms were experiencing.
“We’re always looking at new ways we can improve the advice delivery process and our priority at the moment is to upgrade our advice templates,” Kennedy said.
“So far, we have seen a 30% reduction in pages and a 40% reduction in the overall word count within our statements of advice.
“This saves time for our advisers and makes advice documents shorter and easier to understand for our clients.”
Cai said he was excited to join Count Financial and be part of a business that has one eye on the future.
“Count Financial has a reputation for being a forward-thinking business and they know that technology will play an important role for advice firms in the future,” Cai said.
“I’m very pleased to be on board so I can bring our new solutions to life and help advisers all over Australia.”
AUTHOR
Chris Dastoor
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
