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The changing face of personal advice

              Barry Lambert
              MANAGING DIRECTO

                                            Barry Lambert
                                 FOUNDER AND EXECUTIVE CHAIRMA

Nearly 30 years ago most Accountants let a whole new
industry – personal financial advice – slip by.
Over this time, not only has Count steered a ‘wreck
free’ course for Accountants, but it has created many
unique opportunities and today is undoubtedly the most
respected name in the personal financial advice space.
Today, Accountants have an opportunity to re-capture
that market due to changes in the way advisers are being

paid and the poor reputation of non-Accountant Advisers.

Take a moment to see how
we can help you.
                                                                                                                                                       “Increasingly clients look for the value-add from their
                                                                                                                                                        professionals, and Count Advisers continue to be ideally
                                                                                                                                                        positioned to deliver quality advice as they service the
                                                                                                                                                        needs of clients, through their life stages. Count takes
                                                                                                                                                        great care to accept the highest quality professionals
                                                                                                                                                        from around Australia to join Count and we work together
                                                                                                                                                        in partnership.”
    Value adding business services                                                                                                                     – Marianne Perkovic, Count Chief Executive Officer and Managing Director

                                                                                                                                                                                                                                                                        Marianne Perkovic
                                                                                                                                                                                                                                                      CHIEF EXECUTIVE OFFICER, MANAGING

    Our AFS Licence                                                     Count’s sound and structured process has ensured
                                                                                                                                                       Count’s NEW
                                                                        that the investment failures and collapses over the last
    Count Financial Limited (Count) is Australia’s largest              few years such as Westpoint, Basis Capital, Fincorp,                           accounting platform
    independently-owned franchised network of financial                 Australian Capital Reserve, Great Southern and unlisted
    planning/wealth accountants and advisers. Count has                 property syndicates have NEVER been on our Approved
                                                                                                                                                       Count recently released CountGPS, a
    $14.38 billion of approved clients’ funds and loans                 Product List.
                                                                                                                                                       new operating platform for Accountants,
    under advice and is listed on the Australian Stock                                                                                                 in association with one of our Count
    Exchange (COU).                                                                                                                                    Franchisees.
                                                                        “As a result of Count’s robust and
                                                                        transparent research process,                                                  CountGPS is an internet-based system that assists                 ”CountGPS provides an essential accounting
    Count’s sound research process                                      investments on our APL have all passed                                         accounting firms to grow their revenue, systemise                  infrastructure, and importantly, the best
    Count’s research philosophy is to provide Count Advisers            the same strict tests. This disciplined                                        their accounting and legal procedures and reduce                   practice website, tools and resources let us
    with an independent and comprehensive approved                                         approach allows Count                                       partners’ work load – resulting in an increase in                  spend more time in front of clients”
    product list, enabling them to provide appropriate                                                                                                 efficiency and profits.                                           – Paulette Hendy, CPA
                                                                                           to highlight investments                                                                                                        Cantwell Financial Independence
    recommendations to their clients.
                                                                                           that will deliver sound                                     CountGPS has been created by
                                                                                                                                                                                                                           Chatswood NSW

    Count’s rigorous and proven research process ensures                                   returns, better service                                     accountants, for accountants.
    that only those investments with the highest ratings are                               and reduced risk to the                                     Notably our venture partner has used CountGPS
    included in our Approved Products List (APL).                                          client.”                                                    to drive efficiency and profitability to the extent
                                                                                                             – Rachel Griffith                         that they are now one of Australia’s most profitable
                                                                                       Rachel Griffith         Senior Executive Product and Research
                                                                    SENIOR EXECUTIVE PRODUCT AND RESEARCH                                              accounting firms.

                                                                                                                                                       CountGPS brings everything you need under one
    What Count Franchisees think about Count                                                                                                           roof, including documents, templates, worksheets
                                                                                                                                                       and checklists, access to online legal documents
    Brand Management conducted independent research across the industry. Count Advisers rated Count’s service, support
                                                                                                                                                       including Trusts, Wills, and Business Agreements
    and overall business relationship well above industry average.
                                                                                                                                                       and Practice Management and volume pricing tools.
                                                                                                                                                       All the systems your accounting business requires
    Have you experienced profit
       growth in your business                                                                               83.1                                      and from the one trusted provider.
        in the past 12 months?                                                                                      89.9
                                                                                                                                                       ƒƒLeverage off already proven systems: spend
             Do you feel valued                                                                                                                          time doing what you do best
            as an adviser within
             your dealer group?                                                                   71.3                                                 ƒƒInternet based: keep business flexible with easy
                                                                                                                                                         access for multiple offices
    Would you say you are loyal                                                                                   92.6
         to your dealer group?                                                                                80.0                                     ƒƒNo special software required
                                                                                                                                                       ƒƒFramework templates for delivering
    Is your dealer group focused                                                                               88.1
                 on your needs?                                                                                                                          key service areas
                                                                                                                                                       ƒƒCompliance Services: Accounting and Taxation
               Do you feel your
                                                                                                                 89.7                                  ƒƒBusiness Structures: Trust Establishments,
        dealer group helps you
        develop your business?                                                                    72.4                                                   Business Agreements
                                                                                                                                                       ƒƒTax advice: Quickly and cost effectively answer
                                   0           20              40                60                     80             100
                                                                                                                                                         commonly asked questions by clients
                                               Count 2008               Industry 2008
                                                                                                                                                       ƒƒEase of use: It’s simply to use, and it works!
                                                                                       Source: Licensee Research 2008
                                                                                                   Brand Management

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                                                        “Countplus enables good accounting businesses to list on the                   “As well as strengthening Count’s existing lending
                                                         ASX. It grew from a desire to service our existing franchisees,                services, finconnect’s objective is to offer an exceptional
                                                         but is open to any good accounting business. Countplus                         opportunity for both finconnect and Count Franchisees to
                                                         is unlike any other model in that firms participate in listing                 expand their businesses and provide new levels of service
                                                         uplift, all employees receive equity subject to performance,                   to clients.”
                                                         there is no requirement to change firm name or management,                    – Tanya Sale, finconnect General Manager
                                                         and – importantly – Count will keep it independent.”
                                                        – Barry Lambert, Countplus Chairman, Count Founder and Executive Chairman

                                            MAN (L);
                                               ER (R)
                                                                                                                                                                                                                                                                                          Tanya sale
        JEREM y WARDELL, CHIEF EXECUTIVE OFFIC                                                                                                                                                                                                                                finconnect GENERAL MANAGER

                                                                                                                                                                                                   All loans outstanding


                                                                                                                                                                                                  $billions (pa)
    List your business on the ASX                                           Countplus Listing                                          Outsourced loan service
    Countplus™ is a professional services firm aggregator                   Countplus expects to list at the end of 2010 with around   2008/09 has seen:
    seeking to acquire primarily accounting firms to list on                20 fully owned businesses. The IPO is expected to
                                                                                                                                       ƒƒA combination of the Federal Government doubling
    the ASX via Countplus and to evolve into a best practice                raise $15-$20M and it is proposed that existing Count                                                                                  0
                                                                                                                                         the first home owners grant for existing dwellings and

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    accounting and wealth advice network.                                   shareholders will receive an entitlement to take up all
                                                                                                                                         trebling for newly built homes;
                                                                            the shares in the public offering.
    The Countplus business model is unique because it                                                                                  ƒƒThe Reserve Bank of Australia lowering the cash
    is based on a staged buy-out process pre-listing, the                   Count will underwrite the IPO and remain Countplus’          interest rate to a 49-year low of 3% in a bid to                    In February 2009 finconnect was a winner in the
    structure of which provides incentives for profitable                   largest shareholder post listing and Count will              cushion the economy from the global economic                        category ‘Wholesaler/Originator Aggregator of the Year’,
    growth while minimising business and integration                        endeavour to use its resources to ensure Countplus is a      downturn;                                                           at the MFAA 2009 Excellence Awards. A testament to
    risks. From a wealth creation perspective Countplus                     success.                                                   ƒƒLenders withdrawing from the market;                                our Members and Lending Managers.
    provides a mechanism for Principals to obtain a listed                                                                             ƒƒThe tightening of lending policies; and
    market valuation of their business by participating in the              Countplus investee firms:                                  ƒƒContraction of the commercial market due to lack of
    expected value uplift when Countplus lists.                                                                                          available funding.
                                                                            Lawrence Business Management – Perth, WA
    Importantly Principals retain day to day management                                                                                All these changes present an exciting opportunity – an
                                                                            The MBA Partnership – Gold Coast, QLD
    responsibilities and firm branding as well as benefiting                                                                           opportunity for the professional sector to really make
    from an ongoing incentive scheme post listing that                      HMA Twomey Patterson – Regional, NSW                       their mark in the lending arena.
    rewards both Principals and employees.
                                                                            Bentleys RLF – Perth, WA                                   There has been an exodus of mortgage brokers from
    This model is unlike the accounting consolidators that                                                                             the industry which clearly indicated that they did
                                                                            Beames and Associates – Canberra, ACT                      not have the necessary structures in the business
    have gone before who appear to have been focussed
    on size and merging of businesses. Countplus is                         Specialised Business Solutions – Brisbane, QLD             to sustain a downturn. This is contrasted with the
    about quality and not size and post listing will resume                                                                            Franchisees of Count and finconnect who, as a
    controlled growth largely financed by the IPO and                       Mogg Osborne – Regional, VIC                               whole, have appreciated the value of having a wider
    retained earnings. In the early years Countplus will aim                                                                           customer service offering for some time by having in
                                                                            Crosby Dalwood – Adelaide, SA
    to purchase 5%-10% pa EPS growth. Organic growth                                                                                   place additional income streams other than their core
    should average around 10% pa giving a targeted EPS                      Cooper Reeves – Brisbane, QLD                              business.
    average growth of 15+% pa plus fully franked dividends.
                                                                            MBT Accounting Services – Sydney, NSW                      More and more of the general public will turn to those                                                              From left: Marianne Perkovic, Tanya Sale,
    To date Countplus has acquired a minimum of 25%                                                                                    they trust in this environment such as their Accountant.                                                                                      Barry Lambert

    in 13 accounting/financial planning businesses with                     Evolution – Newcastle, NSW                                 This is the market in which finconnect sits. finconnect
    combined revenues of $45M. It has an option to                                                                                     membership continues to grow across Australia due to
                                                                            Robson – Gosford, NSW
    acquire the balance of their equity for Countplus shares                                                                           its wide range of lending and finance solutions and its               “We are first and foremost Chartered
    on agreed terms from 1 July 2010 prior to listing the                   Achieve Corp – Canberra, ACT                               market position in the professional sector. As a wholly                Accountants, but the finconnect offering we
    business.                                                                                                                          owned subsidiary of Count, finconnect distinguishes                    provide for our clients is a valuable addition
                                                                                                                                       itself from many finance providers by its strong parent
                                                                                                                                                                                                              – this service works extremely well for our
                                                                                                                                       and maintains its independence by not being tied to any
                                                                                                                                                                                                              business and clients”
                                                                                                                                       loan provider or product.
                                                                                                                                                                                                             – Gerry Farlanga CA Arnold Stevens Finlay, North Parramatta NSW

4                                                                                                                                                                                                                                                                                                                    5
                                                            “We are very focused on helping Count Members achieve their                    “Our strong financial track record has allowed Count
                                                             goals in building successful financial planning businesses.                    to provide significant value back to Members through
                                                             We have a proven model to help Count Members grow                              our equity plan (accrued under the Franchise Incentive
                                                             their business with full online support and ongoing key                        Options Program) over the medium to long term.”
                                                             performance indicators.”                                                      – Michael Spurr, Chief Financial Officer
                                                            – Pauline McFarlane Senior Executive, Business Development & Marketing

                             Pauline McFarlane                                                                                                                                                                                                                                                                                                               Michael spurr
                                       OPMENT & MARKETING                                                                                                                                                                                                                                                                                             CHIEF FINANCIAL OFFICER

                                                                 Members of the highest quality.                                           Our Track Record
                                                                 Advisers you can count on!
                                                                                                                                           Count’s History
                                                                                                                                                                                                                                        Incorporated                    >      August 1980 as a private company
                                                                                                                                                                                    Listed on Australian Stock Exchange                                                 >      12 December 2000
                                                                                                                                                                                                                                Consecutive Profits                     >      29 years

                                                                                                                                                                                                                  Pre-Listing                                                                  Post-Listing
                                                                                                                                                                                                                 1999                2000     2001               2002          2003            2004         2005*        2006             2007               2008           2009
                                                                                                                                            Earnings before interest,                                              2.93              4.12      5.88              6.15           8.06          10.85          15.6        23.18          28.92                33.42          23.43
                                                                                                                                            investments income
                                                                                                                                            and tax (EBIT) ($M)
                                                                                                                                            Net profit after-tax ($M)                                              3.37              3.88      4.05              4.72           5.87                9.01    11.53         17.6          22.69                21.30          19.37
                                                                                                                                            Dividend paid and                                                      2.50              3.36      4.40              4.84           5.26                7.74    10.28        14.02          19.21                22.03          25.66
                                                                                                                                            proposed ($M)
                                                                                                                                            Earnings (¢ per share)                                                                                               2.15           2.68                4.10     5.12         7.60                9.53            8.70            7.60
                                                                                                                                            Dividend paid and                                                                                                    2.20           2.42                3.50     4.50         6.00                8.00           10.00            7.00
                                                                                                                                            proposed (¢ per share)
    Our Franchisees: Evolution Wealth                                           Our Franchisees: Cooper Reeves
                                                                                                                                            * Indicates adjusted for new International Accounting standards (IFRS).
    Evolution Business & Personal Advisers is a Chartered                       Established in 1989 by Paul Cooper, a former
    accounting practice and a leader in the provision of                        Queensland President of CPA Australia, the firm
    accounting, advisory and financial services to Lake                         expanded the accounting business to include David          EBIT                                                                                        Earnings Per Share                                                    Dividends Per Share
    Macquarie, Newcastle and the Hunter region generally.                       Reeves as a director in May 1997 to form Cooper            EARNINGS BEFORE INTEREST,                                                                   (CENTS) POST-LISTING                                                  (CENTS) POST-LISTING
                                                                                                                                           INVESTMENTS INCOME AND TAX ($M)
                                                                                Reeves. Since then three other directors, Peter Malanos,
    Evolution Business and Personal Advisers was born                           Nathan Manning and Sarah Smith have come on board                                                                                                      12                                                                    12
    from the merger of two long-standing Chartered                              as fellow directors.
    Accounting firms, Sefton & Loudon and O’Shea Glover.                                                                                   $30                                                                                         10                                                                    10
    The two firms, with combined experience of nearly                           Cooper Reeves is a professional Brisbane accounting
    150 years, were renowned for providing high quality                         firm which has been providing business taxation,           $25
                                                                                                                                                                                                                                        8                                                                     8
    accounting, taxation and business advisory services to                      consulting, accounting and financial planning services
    clients in a personal manner. The impetus behind the                        to local, national and international businesses.           $20
    creation of Evolution, was to develop services that will                                                                                                                                                                            6                                                                     6
                                                                                In 2008, Cooper Reeves joined Count, having moved          $15
    be of value to clients across their business, professional
                                                                                from another dealer group. In addition to joining Count,
    and personal lifecycles.                                                                                                                                                                                                            4                                                                     4
                                                                                the firm has also become part of Countplus.                $10
    The firm joined Count in 1993 enabling them to provide
                                                                                                                                                                                                                                        2                                                                     2
    a broad range of financial planning services to meet                        “Our strong Business Services background                    $5

    their client’s growing needs.                                                allows us to offer highly personalised
                                                                                                                                            $0                                                                                          0                                                                     0
                                                                                 financial advice, providing clients with value
















    As a long-standing and highly successful Franchisee,
    this firm’s achievements have been recognised as a                           added solutions to meet their needs and
    recipient of the Award of Excellence every year since                        objectives”.                                              Our aim is to grow our earnings per share by 20% pa by taking full                                                                                                We pay quarterly fully franked
    2000.                                                                       – Paul Cooper, Director, Cooper Reeves                     advantage of our scale and franchising structure.                                                                                                                 dividends and we aim to grow our
                                                                                                                                                                                                                                                                                                             dividends by an average of 10% pa.
6                                                                                                                                                                                                                                                                                                                                                                                    7
                                                                  “The Count group comprises of professionals with the highest
                                                                   standards, focusing on the needs of their clients. If you wish to
                                                                   belong to a group that sets itself apart from its competition and
                                                                   is truly focused on providing advice of the highest quality, I look
                                                                   forward to meeting with you”.
                                                                  – Colin Simkin Senior Executive, National Network Development

                                 Colin simkin
                                     RK DEVELOPMENT

Important notice to Accounting Principals:
One day you will need one of our exclusive accounting services...

                                                               NEW accounting platform
                                                               “CountGPS could be an invaluable tool for any accounting practice in Australia – it
                                                               triggers everything you need to discuss in a meeting. We use it for the value-added
                                                               services to clients as well as for the high end technical advice on corporate structuring
                                                               for the business.” – Peter Beames, CA, Beames & Associates, Deakin ACT

                                                               List your business on the ASX
                                                               “Countplus is the ultimate growth strategy for accounting practices. On top of
                                                               benefits and incentives for our team, and being able to list the business later, we retain
                                                               day-to-day management of the practice and continue to look after our clients.”
                                                               – Geoff Missen, CA, The MBA Partnership, Southport QLD

                                                               Outsourced loan service for professionals
                                                               “Just wanted to say thank you to the finconnect team, not only for the additional
                                                               revenue stream that the service has opened up, but because of the flexibility it offers
                                                               to my practice and for one more professional edge we have over competitors.”
                                                               – Mark Dodds, CPA, Being Wealthywise, Samford QLD

                                                               Funding for your business expansion
                                                               “Count Loans has made it easy for us to realise our ongoing plans to expand the
                                                               practice – including our most recent acquisition.”
                                                               – George Haden, FCPA (FPS), Haden Partners Pty Ltd, Warrandyte VIC

                                                               AFS Licence, total financial service solutions for accountants
                                                               “We’re not restricted by relying on one service only – we offer a one-stop service for all
                                                               financial needs. This is important for the financial health of our clients, but also the
                                                               future well-being of the business”
                                                               – Peter Haylock, CA, Coffey Hunt, Warrnambool VIC

...and there has never been a better time to join Count.

For more information contact Colin Simkin on
(02) 8272 0413 or email
‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232.
Principal Member of the Financial Planning Association of Australia Limited. finconnect (australia) pty ltd is a wholly owned subsidiary of Count Financial
Limited. WA Finance Brokers Licence #4292. Registered Finance Broker (ACT) #173 106 45. Head Office: Level 19, 1 Alfred St, Sydney 2000.

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