Affinia Financial Advisers
Affinia Financial Advisers is recorded as a small Sydney-based Australian firm (founded 2004, 11-50 staff) providing compliance support, community, and professional development services to financial advisers; substantive source material describes an ASX-listed, nationally distributed accounting and wealth services network.
- Company typePublic
- Founded2004
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Affinia Financial Advisers does
Affinia Financial Advisers is recorded in the firmographic data as a Sydney-based Australian firm founded in 2004, employing 11-50 staff, that offers compliance support, a community environment, and professional development services for financial advisers (website: affinia.com.au). The substantive source material provided alongside this record, however, describes what appears to be a separate and materially larger entity — Count Limited (ABN 11 126 990 832), a publicly-listed company on the Australian Stock Exchange positioned as "Australia's leading integrated accounting and wealth services provider." The detailed source material describes a national office network (Hornsby, Western Sydney, North Sydney, Gold Coast, Coolangatta, Adelaide) delivering a wide catalogue of professional services — accounting, taxation, advisory, audit and assurance, wealth management, actuarial, finance and lending, training, digital and IT systems, sector expertise, and support — to both business and individual clients across Australia. Count Financial Limited (ABN 19 001 974 625, AFSL 227232) operates as a wholly-owned subsidiary, authorising a network of representatives and financial advisers under its Australian Financial Services Licence, with AFSL Members and Equity Partners joining the network as independent practices. Revenue is generated through engagement-based professional services fees with no public pricing disclosure. Note: the firmographic identity (Affinia) and the detailed source material (Count) describe entities with materially different scale and scope; the analysis below is grounded in the substantive source-backed material, and the firmographic conflict is preserved here rather than reconciled.
Affinia Financial Advisers firmographics
Firmographics- Name
- Affinia Financial Advisers
- Legal name
- Count Limited
- Website
- https://affinia.com.au
- Company type
- Public
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Affinia Financial Advisers is recorded as a small Sydney-based Australian firm (founded 2004, 11-50 staff) providing compliance support, community, and professional development services to financial advisers; substantive source material describes an ASX-listed, nationally distributed accounting and wealth services network.
- Ownership category
- akta.pro rank
Affinia Financial Advisers industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
- akta.pro secondary industries
- General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Affinia Financial Advisers is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices6 records
Markets served
Affinia Financial Advisers business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Professional Services Fees: Count generates revenue through professional services fees for accounting, taxation, advisory, audit and assurance, wealth management, actuarial, finance and lending, and training services provided to businesses and individuals.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels1 record
Affinia Financial Advisers product offering
Product offeringCore offering
Affinia Financial Advisers offers compliance support, a community environment, and professional development services for financial advisers. As an AFSL Member under the Count Financial Limited Australian Financial Services License, the practice delivers licensee-supported advisory services to clients while drawing on the broader Count network's back-office, training, and member infrastructure.
Product overview
Count is Australia’s leading integrated accounting and wealth services provider offering a unified platform of professional services. The company delivers two primary service categories: Business Services (including Accounting, Taxation, Advisory, Audit and Assurance, Wealth, Actuarial, Finance and Lending, Training, Digital and IT Systems, Sector Expertise, and Support) and Individual Services (including Accounting, Taxation, Self Managed Super Funds, and Wealth Advice). The integrated model combines accounting expertise with wealth management capabilities, enabling the firm to understand clients’ past financial situations, deliver diverse advice for the present, and help achieve long-term financial and lifestyle goals.
Differentiator
Problem solved
Functional benefit
Products and services
- Compliance Support for Financial Advisers Compliance support services for financial advisers operating under the Count Financial Limited AFSL, helping members meet Australian regulatory obligations.
- Community Environment for Advisers
- Professional Development Services for Financial Advisers
Companies that use Affinia Financial Advisers
Customer profileSegments2 records
Ideal customer profiles1 record
Affinia Financial Advisers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Affinia Financial Advisers partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- AFSL MemberscoreCount Financial Limited ABN 19 001 974 625, AFSL 227232 authorises a network of representatives and financial advisers under its Australian Financial Services Licence. AFSL Members are independent businesses that join the Count network to deliver integrated accounting and wealth services under the Count brand.
- Equity PartnerscoreCount actively seeks to partner with quality, client-centric businesses that share the vision of delivering integrated accounting and wealth services. Equity Partners join as equity stakeholders in the Count network.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Affinia Financial Advisers competitors and assessment
Company assessmentBroad incumbents
- Australian Unity Financial Advice: Australian Unity operates a financial advice business providing adviser support services within a broader mutual/group structure; comparable to Affinia as an advice-support provider bundled into a wider financial services offering.
- Insignia Financial (formerly IOOF): Insignia Financial is one of Australia's largest wealth and advice groups, operating broad licensee and platform businesses that include in-house compliance and adviser support capabilities, making it a large incumbent adjacent to Affinia's niche.
- AMP Financial Planning: AMP's advice arm operates a large licensee network providing compliance, training, and operational support to a national adviser base, comparable to Affinia's offering at much greater scale and as part of a broader financial services group.
- HUB24: HUB24 is a leading Australian investment and superannuation platform serving advisers; it provides technology, support, and tooling infrastructure to advice practices, making it an adjacent incumbent to Affinia's support-focused model.
Direct peers
- Centrepoint Alliance: Centrepoint Alliance is an Australian licensee and services group supporting a national network of financial advisers with compliance, PD, and back-office services, making it a comparable B2B support firm to Affinia.
- Count Limited: Count Limited is an Australia-listed integrated accounting and wealth services network that authorises a network of financial advisers under its AFSL. It is directly referenced in the source data and is comparable to Affinia as an Australian support platform for licensed advisers, operating in the same licensee / advice-support ecosystem.
- Sentry Group: Sentry Group is an Australian financial services licensee that delivers compliance, technical, and operational support to a network of advisers, paralleling Affinia's core service set to licensed financial advice practices.
- Fortnum Financial Advisers: Fortnum is an Australian advice licensee and wealth management group that provides financial advisers with compliance, technical, and operational support, closely mirroring Affinia's B2B support model for financial advisers.
- Synchron (Diverger): Synchron, now part of Diverger, is an Australian advice licensee group providing support services to financial advisers, including compliance and practice management; comparable to Affinia as an adviser-support platform.
Emerging players
- Matrix Financial Services: Matrix Financial Services is an Australian financial planning and licensee group offering advice, compliance, and PD support to a smaller adviser network, comparable to Affinia as a focused, smaller-scale support provider.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat4 records
Key risks4 records
Key highlights4 records
Customer concentration
Affinia Financial Advisers compliance and trust
Trust signalCompliance2 records
Affinia Financial Advisers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Affinia Financial Advisers leadership team
Management profileNumber of profiles
Affinia Financial Advisers subsidiaries and ownership
Company hierarchySubsidiaries1 record
Affinia Financial Advisers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Affinia Financial Advisers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Affinia Financial Advisers
What does Affinia Financial Advisers do?
Affinia Financial Advisers offers compliance support, a community environment, and professional development services for financial advisers. As an AFSL Member under the Count Financial Limited Australian Financial Services License, the practice delivers licensee-supported advisory services to clients while drawing on the broader Count network's back-office, training, and member infrastructure.
Is Affinia Financial Advisers a public or private company?
Affinia Financial Advisers is a public company. It is classified as unknown and is currently operating.
When was Affinia Financial Advisers founded?
Affinia Financial Advisers was founded in 2004. It employs 11 to 50 people.
Where is Affinia Financial Advisers based?
Affinia Financial Advisers is headquartered in Sydney, Australia, in the Oceania region.
How does Affinia Financial Advisers make money?
One revenue line is on record: professional Services Fees.
Who are Affinia Financial Advisers's main competitors?
Broad incumbents on record are Australian Unity Financial Advice, Insignia Financial (formerly IOOF), AMP Financial Planning and HUB24. Direct peers are Centrepoint Alliance, Count Limited, Sentry Group, Fortnum Financial Advisers and Synchron (Diverger). Matrix Financial Services is listed as an emerging player.
Does Affinia Financial Advisers have an API?
No public API is recorded for Affinia Financial Advisers.
What industry is Affinia Financial Advisers in?
Affinia Financial Advisers's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAH, Financial Coaching & Budgeting Advisory, with a secondary code of BPAAAGAC, General Ledger & Close (Journal Entries, Month-End Close, Reconciliations). Its NAICS code is 523940 and its SIC code is 6282.