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Showing 1 - 10 of 32 results for "Affinia"

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... experience in life insurance and financial advice to the role. Prior to NEOS, Leonard was national manager of operations at Affinia Financial Advisers for two years. Before that, he spent more than eight years in sales and business development roles ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... training standard. Baaini worked at AMP Financial Planning between July 2011 and January 2012. She then went on to work at Affinia Financial Services for about three years and jumped to NAB as senior financial adviser for over a year. Between June 2017 ...

Count posts positive results ahead of Diverger takeover

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... largest advisory businesses in Australia, with over 550 financial advisers. This achievement has been further boosted by its Affinia transaction in May 2023, the integration of which is progressing. Ahead of the merger, Count has $17.9 billion in funds ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... plan and accelerates the realisation of our growth ambitions." "This transaction follows the successful acquisition of Affinia and signals an exciting new phase for the Company. Diverger has a strong cultural fit with our Company and the combination ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... strong performance across all metrics, however. Much of the growth for the advice business was drive by the acquisition of Affinia from TAL in May. It paid a conditional amount of $3.37 million for the business and saw revenues of $3.03 million. In the ...

Count hunts new operations chief

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... comes as Count continues to grow its adviser network, having recently added 75 practices through the acquisition of TAL's Affinia licensee in May. At the time, Humphrey said the acquisition signalled a new dynamic phase for the company, "giving clients ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... CountPlus, a move endorsed by 99.94% of its shareholders. Following the name change, it also completed the acquisition of Affinia Financial Advisers, growing its adviser network substantially. At the time, Humphrey said the acquisition was strategic ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
Count has completed its acquisition of Affinia Financial Advisers, growing its adviser network substantially. Through the acquisition, Count has acquired 75 financial advice practices from TAL, adding around 100 financial advisers to its community. ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... 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 currently ...

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
Count Financial has hired an experienced practice development manager, whose resume features the likes of Affinia, Commonwealth Bank and AMP, to ramp up its growth strategy. Chris Burton has been appointed as Count's practice development manager, and ...
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