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Showing 151 - 160 of 248 results for "Count Financial"

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 ...

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 ...

Accountants eye full AFS licence

LAURA MILLAN  |  MONDAY, 24 JUN 2013
... community is showing interest on getting a full Australian financial services (AFS) licence rather than a limited one, Count Financial (Count) chief executive David Lane told Financial Standard. Count has been in talks with over one hundred accountants ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
... said. Faferko has a decade of experience in the financial services industry, most recently as training manager at Count Financial. Clarification: In an earlier version of this story Lisa Faferko was incorrectly referred to as "managing director".

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
Count Financial (Count) sees great opportunity for accountants to provide financial advice, and is training 11 accounting firms to become autorised representatives of Count. On July 1, 2013, accountants will be able to provide advice under new conditional ...