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

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... advisers must complete additional education requirements to meet FASEA standards prior to 1 January 2026. Over 60% of Count Financial advisers have 2 or fewer units to complete before 1 January 2026 to complete their financial adviser education requirements." ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... additional lifestyle and financial service offerings." The move comes after four IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. IOOF completed the acquisition of MLC Wealth earlier this month , comprising its financial ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...

CBA adds $32m to advice remediation bill

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... has upped its indemnity bill to $252 million for dodgy financial advisers who were part of its former subsidiary Count Financial. CBA sold off Count Financial to CountPlus in mid-2019. At the time, CBA provided $200 million in indemnity to CountPlus. ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Count Financial has announced the latest firm to join its national advice network. StrategyOne Advice Network has joined Count Financial, the 16 th new firm to join since the start of 2021. Based in Northern Sydney, StrategyOne was previously part of ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... Midwinter head of product Ivon Gower said. Myprosperity has clocked up several partnerships over the years; HUB24, Count Financial and Macquarie are some examples. In 2018, it added an estate planning functionality will allow financial advisers using ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... transfer to Kidmans. CountPlus chief executive Matthew Rowe said the transaction highlights the opportunities from Count Financial and its strong network. "The CountPlus model works by identifying and investing in quality businesses, and this acquisition ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
Three former MLC firms are joining Count Financial, as its network of financial advice businesses continues to expand. It comes after four former IOOF firms joined Count on March 17. The three former MLC firms joining Count are: Sapphire Coast Financial ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
Four IOOF financial advice firms have joined Count Financial ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... shareholders jumped 65% to $4.1 million and cash at hand increased 37% on the previous 12 months to $27.6 million. Count Financial recorded a 74% jump in EBITDA to $1.6 million however, due to the end of grandfathered revenue, the group expects earnings ...
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