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Search ResultsShowing 91 - 100 of 100+ results for "Count Financial"
Count awards advisers in Shanghai conference
LAURA MILLAN  |  TUESDAY, 13 MAY 2014
Count Financial has given awards to ten accountants and advisers during its annual conference, held this year in Shanghai. The awards recognised financial advice quality and good client outcomes within the different practices. The Member Firm of the ...
David Rae wins Count Adviser of the Year award
LAURA MILLAN  |  MONDAY, 12 MAY 2014
Beames and Associates Financial Services director David Rae was the winner of Count Financial's first Adviser of the Year award. The award recognises advice excellence, good client outcomes and a commitment to best practice and professional development. ...
CBA exec joins Future2 board
LAURA MILLAN  |  TUESDAY, 22 APR 2014
... years' experience in financial services. She joined CBA in 2010 and prior to that she held executive roles at Count Financial for 11 years. "I am very passionate about the important role that advice and the industry play in helping people achieve their ...
Count and SPAA partner to provide SMSF training
LAURA MILLAN  |  FRIDAY, 28 MAR 2014
Count Financial and the SMSF Professionals' Association of Australia (SPAA) have partnered to provide self-managed super fund (SMSF) specialised training and education to Count members. Count is encouraging its advisers to join SPAA by offering them ...
Count Financial launches its Accountants' Solution
ALICE URIBE  |  THURSDAY, 20 MAR 2014
Commonwealth Bank aligned deal group Count Financial (Count) has launched a solution for accountants wanting to provide self-managed superannuation (SMSF) advice following the removal of the accountants' licensing exemption. Count chief executive David ...
FEATURE: Advisers go solo
LAURA MILLAN  |  FRIDAY, 28 FEB 2014
... satisfaction for IFAs is 7 out of 10 and ranks fifth in a list lead by Fortnum (8.3 out of 10), Financial Wisdom, Count Financial and CharA�ter Financial Planning. For the full story, download the February 24 issue of the Financial Standard iPad app ...
Count's research head stands down amid restructure
ALICE URIBE  |  FRIDAY, 1 NOV 2013
Count Financial (Count) research head Brendan Irwin has stood down as a result of a restructure of its research and product team. In an internal memo released this morning it was revealed that Count's Research, Product & Platforms team had been removed ...
Countplus blames profit loss on political uncertainty
LAURA MILLAN  |  FRIDAY, 23 AUG 2013
... number includes the benefit from loyalty payments made by the Commonwealth Bank as a result of the takeover of Count Financial. During the 2013 financial year Countplus companies acquired a number of firms, including Victoria-based accounting firm Dyason ...
Count goes "social" in hunt for accountancy business
ALICE URIBE  |  WEDNESDAY, 17 JUL 2013
Count Financial (Count) is using social media platforms as part of its strategy to attract accountancy firms to work under its Australian Financial Services Licence (AFSL). Count chief executive David Lane told Financial Standard that it is using Twitter ...
CBA grows advice research team with new hire
MARK SMITH  |  TUESDAY, 2 JUL 2013
... communications and presentations. Prior to joining CBA, Aggarwal has held paraplanner roles, most recently at Count Financial and also as a corporate actions officer at BNP Paribas. He holds a Bachelor of Commerce, the Diploma of Financial Services and ...
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