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Showing 1 - 10 of 100+ results for "Count Financial"

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
Count Financial has announced Moore Wealth Advisers as the latest firm to join its national advice community. Moore Wealth Advisers is a bespoke wealth advisory that was established in 2018 and previously licensed through RI Advice. Along with changing ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... CountPlus has acquired a 32.75% interest in financial advice practice WSC Group. WSC Group will be authorised by Count Financial as part of the transaction, adding an additional three authorised representatives to the CountPlus-owned licensee. WSC Group ...

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
... will make providing high quality, compliant advice easy for its network. Reg Gabila, head of licensee systems at Count Financial, said the addition of Midwinter would provide a quality advice software solution to its advisers. "As a licensee, we are ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... in increasing their confidence as an adviser and further developing client trust and professional recognition." Count Financial chief advice officer Andrew Kennedy added that his licensee was committed to the ongoing professionalism of its adviser network ...

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
... Victoria. The firm was founded in 2017 by Stephen Crowe and was previously licensed by Lonsdale Financial Group. Count Financial's chief advice officer Andrew Kennedy said BWC Partners is a quality firm with a strong client focus. "Stephen and the team ...

JBWere shakes up leadership

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... that, Lykouras worked across strategic risk, compliance and investment advisory roles at CBA, BT Financial Group, Count Financial, Australia Skandia, ipac/AXA and Citibank. "Maria's track record in strategy, execution and delivery made her the standout ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... numbers are Charter Financial Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance Wealth (264), and Capstone Financial Planning (262). Synchron, which is ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... end of the first quarter of 2022. Commonwealth Bank's amount hit $183.2 million thanks to bad advice from Count Financial (now owned by CountPlus), Financial Wisdom, and its Pathways division of Commonwealth Financial Planning. ANZ's $168.7 million ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... Advisers (327), Interprac Financial Planning (263), Capstone Financial Planning (260), Alliance Wealth (260), Count Financial (251) make up the top 10 practices based on adviser numbers. While many continue to leave the profession, one interesting trend ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... Services (422) comes second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result, bank and insurer-aligned advisers now only represent ...
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