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Showing 1 - 10 of 28 results for "Andrew Kennedy"

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... proposition and positive conversations with existing Count members before joining. Meanwhile, Count group head of advice Andrew Kennedy said that Tailored Lifetime Solutions is a great fit for the group's growing adviser community. "David and the team ...

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
... simplifies the advice process and allows us to operate with greater efficiency." Count Financial chief advice officer Andrew Kennedy welcomed the appointment and said that Moore Wealth Advisers is a natural fit for its adviser community. Kennedy commented ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... adviser and further developing client trust and professional recognition." Count Financial chief advice officer Andrew Kennedy added that his licensee was committed to the ongoing professionalism of its adviser network and the finance industry more broadly. ...

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
... by Stephen Crowe and was previously licensed by Lonsdale Financial Group. Count Financial's chief advice officer Andrew Kennedy said BWC Partners is a quality firm with a strong client focus. "Stephen and the team have a great reputation for being client ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... Financial's strong technology focus." As the former chief executive of TFS, Count Financial chief advice officer Andrew Kennedy said he looks forward to working with the firm again. "It's pleasing to know that the investments we are making in ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... spokesperson said: "Joe leaves with the full support and best wishes of Count Financial." Chief advice officer Andrew Kennedy, and head of practice development and research Simon Jeffrey-Bilich jointly take on McCann's responsibilities while the firm ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... firm to improve the advice delivery process and operate more efficiently. Count Financial chief advice officer Andrew Kennedy said that the new firms were welcome additions to their adviser network. Since the start of the year, the two recent additions ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... framework supports new entrants to the industry and will help us immensely." Count Financial chief advice officer Andrew Kennedy said StrategyOne is a cultural fit for the network. "Virginia and the team at StrategyOne are a fantastic addition to our ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... great comfort in being involved with a financially stable licensee that is profitable." Count chief advice officer Andrew Kennedy said the addition of these three firms to the Count network was a boost for the licensee. "Sapphire Coast, Next Generation ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... Planning from Sydney and Financial Stability from Melbourne joined last month. Count Financial chief advice officer Andrew Kennedy said the licensee continues to target quality advice firms to join the network. "These are all quality advice firms that ...
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