Search ResultsShowing 1 - 10 of 100+ results for "Count Financial"
CountPlus transfers SMA management
KANIKA SOOD  |  MONDAY, 1 JUL 2019
... in the carrying value of TFS." On June 13, Commonwealth Bank said it had entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo, to CountPlus for $2.5 million with a $200 million indemnity. It ...
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo , to CountPlus for $2.5 million with a $200 million indemnity. It ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... has more than two decades' experience in financial services. His career in financial planning began at Count Financial Group in 1994, where he worked with Lifespan founder and executive chair John Ardino. Gershkov's responsibilities ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... than 1080. The rapid and significant increase led ASIC to impose licence conditions on the AFSL earlier this year. At the time, Rainmaker analysis showed many that had joined had done so from Count Financial, CPA Australia Advice and SMSF Advice.
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading its financial advice subsidiary, Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% ...
Platform distribution lead departs
JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... Australia and New Zealand. He has also previously held business development roles with Macquarie, Asgard and Count Financial. "Xplore Wealth appreciates the service of Tony during his time, most recently assisting on the transition to our new ...
CBA remediation bill crosses $2bn
KANIKA SOOD  |  MONDAY, 13 MAY 2019
... million of aligned remediation spend relates to advice clients of advisers working under Financial Wisdom, Count Financial or CFP Pathway licensees. Of this, $374 million is in customer refunds (including $123 million in interest payments) and ...
Major advice licensee in possible best interest breach
JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... whether an SMSF is appropriate and not rely solely on client direction," ASIC said. Rainmaker analysis shows the largest groups advisers left before joining SMSF Advisers Network are Count Financial, CPA Australia Advice and SMSF Advice.
Countdown to 2019 FICAP Rockstar
JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2019
... sponsors include some of the biggest names in the industry like Challenger, AMP, Colonial First State, Count Financial Services, Ironbark Asset Management, Janus Henderson and MLC. The 2019 FICAP 'Who Wants to be a Rockstar?' will be ...
Banks, ASIC still at war over fees-for-no-service
HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... what evidence the bank needs to use in proving an annual review was provided to financial advice customers of Count Financial, Financial Wisdom and the Pathways division of Commonwealth Financial Planning. ASIC said it strongly disagreed with the ...
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