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Showing 11 - 20 of 100+ results for "Count Financial"

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
A Victorian financial advice business is the latest to join Count Financial, making it the 23rd addition to the group this year. Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial ...

CountPlus reappoints chief executive

CHLOE WALKER  |  WEDNESDAY, 17 NOV 2021
... continue to lead the company, Rowe also acknowledged the hard work of his colleagues. "Our team across member firms, Count Financial and CountPlus, shows a strong belief in our purpose, our values, and demonstrates a focus on delivering positive client ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
A Newcastle-based financial advice firm is the latest to join the Count Financial network. Serendipity Wealth Advisors launched in February 2021 by directors Christine Lusher and Norma Samson. The duo worked together early in their careers. Lusher previously ...

CountPlus takes stake in firm

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
The ASX-listed advice and accounting group is acquiring a 49% shareholding in an accounting firm based in Victoria. CountPlus will pay a total of $2.8 million for Southern Cross Business Holdings (SCBA) made up of an initial payment of $2.2 million ...

CountPlus profit plummets

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... 28% to $2.08 million while revenue from operating activities was up 3% to $80.5 million. CountPlus subsidiary Count Financial's profit was also down from $1.78 million in FY20 to $1.09 million. The repositioned user-pays model and advice regulation led ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... remaining advice offering. The bank has gradually withdrawn from the advice sector since 2019 when it offloaded Count Financial to CountPlus and terminated Financial Wisdom. AIA Financial Wellbeing will operate under a separate AFSL to AIA Australia ...

PADUA accelerates distribution effort

KARREN VERGARA  |  THURSDAY, 29 JUL 2021
... Financial Standard earlier this week, Joey McCann also recently joined as head of advice sales. He was previously with Count Financial where he was head of growth and partnerships. The new hires all report to Canning. Canning commented: "I have been ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
The former head of growth and partnerships at Count Financial, who is currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... Unite's Victoria Studley and Hilary Acheson as a principal and shareholder. She will also become an adviser within Count Financial's network. "BBV is a quality practice that has always focused on developing lasting partnerships with their clients. We ...

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." ...