Search Results | Showing 11 - 20 of 232 results for "Count Financial" |
| | ... hitting the lowest point in five years. Aligned licensees represent four of the 10 fastest growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers ... |
| | | ... comprehensively addressing the full range of remediation issues impacting customers of aligned advice businesses, including Count Financial, which was sold to CountPlus in October 2019. In connection with the sale, CBA provided an indemnity to CountPlus ... |
| | | ... percentage of advisers with a Masters degree at 17%. This is followed by Interprac Financial Planning at 16% and Count Financial at 15%. JBWere has the highest proportion of advisers with a Bachelor's degree at 88%, followed by the SMSF Advisers Network ... |
| | | 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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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