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|Search Results||Showing 11 - 20 of 89 results for "CountPlus"|
|... financial adviser representative director has been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time director to ...|
|CountPlus has announced an early 2020 end date for the Total Financial Solutions (TFS) dealer group. The plan was confirmed today at CountPlus' annual general meeting. TFS currently has around 81 financial advisers on staff, with CountPlus saying 62 ...|
|CountPlus has acquired a 30% stake in DMG Financial Holdings. This takes CountPlus' network from 19 to 20 firms. Consideration for the investment is a cash payment of $2.891 million. DMG Financial is an accounting and financial advice firm based in ...|
|... First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice. The bank later put the demerger on ice, saying it was focusing on implementing Royal Commission recommendations ...|
|A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...|
|Count Financial has bolstered its leadership team as part of its acquisition by CountPlus. The Commonwealth Bank sold Count Financial to CountPlus for $2.5 million, finalizing the sale at the end of August. John Corcoran has now stepped into the position ...|
|... business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million indemnity.|
|... join another licensee. Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in the six months and MLC Wealth has now said it will consolidate the Apogee ...|
|CountPlus' acquisition of Count Financial from the Commonwealth Bank has been completed for a fee of $2.5 million - and CountPlus is confident its new business will return a first year profit. CountPlus acquired 85% of Count Financial with the 15% balance ...|
|... Commonwealth Bank will have exited all of its aligned advice businesses, having announced the sale of Count Financial to CountPlus in June. As at August 1, there was 317 advisers licensed by Financial Wisdom. The bank intends to cease providing licensee ...|
The $80 billion fund manager has hired BMO Global Asset Management's Asia Pacific managing director as an executive director as the incumbent retires.
Wilson Asset Management has responded to allegations by Keybridge Capital, noting the investment manager has already failed twice in previous attempts to obtain orders of this kind.
The former head of ESG investment research at AMP Capital has taken up a new role.
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal.
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