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Showing 1 - 10 of 141 results for "Countplus"

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... attract new clients and employees who are familiar with Count's success." Earlier in the year Count rebranded from CountPlus, a move endorsed by 99.94% of its shareholders. Following the name change, it also completed the acquisition of Affinia Financial ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... executive Hugh Humphrey said it is an exciting time for the business and follows the company's recent name change from CountPlus. "The Affinia acquisition positions Count as one of Australia's leading integrated accounting and wealth services providers ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...

Countplus grows advice arm, discontinues Wealth Axis

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
Countplus reported growth in advisers of 13% in the first half and a 17% increase in wealth segment revenues, while also announcing it will discontinue Wealth Axis' operations. Filing its 1H23 results with the ASX this morning, Countplus' revenues were ...

CountPlus appoints new chief risk officer

ANDREW MCKEAN  |  MONDAY, 20 FEB 2023
CountPlus has appointed a new chief risk officer from Australian Executor Trustees (AET). CountPlus appointed Lisa Chambers, with the company saying she brings significant commercial risk expertise and a strategic mindset. Previously a general manager ...

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... fighting class actions for its former advice businesses. One class action alleges Count Financial (which is now owned by CountPlus) and its authorised representatives acted in misleading or deceptive conduct and received commissions but provided no advice. ...

Countplus takes on regional firm

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
Countplus' Moggs Accounting + Advisory (Moggs) has acquired Shepparton-based Timothy Trevor Gubbins. As part of the transaction, founder Timothy Gubbins is expected to remain with the business for a period of one year to help assist with an orderly ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
Former Countplus chief executive Matthew Rowe is now chair of the firm's advisory board. Rowe has been working with the company for several months now, with Kofkin Bond & Co making the announcement late last week. "As Kofkin Bond & Co continually expands ...

CBA increases Countplus indemnity to $520m

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
Commonwealth Bank of Australia (CBA) has increased the limit of indemnity provided to Countplus, from $300 million to $520 million. CBA said the purpose of the increased limit was to cover certain remediation activities that were identified at the time ...

CountPlus appoints group head of people and culture

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
CountPlus Limited (CountPlus) has appointed a new group head of people and culture in Raelene Hinchliffe. Hinchliffe will officially start next January and will bring significant financial services experience to the role. She has previously held senior ...
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