Search ResultsShowing 11 - 20 of 75 results for "CountPlus"
Advice and accounting align post-Royal Commission: CountPlus
ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
New research released by CountPlus shows that Australia's advice and accounting sectors will rapidly converge in the post-Hayne world. The CountPlus whitepaper argues that a new space defined by professionalism and quality advice outcomes is rapidly ...
CountPlus acquires stake in advice firm
KARREN VERGARA  |  TUESDAY, 30 APR 2019
CountPlus has acquired a stake in a financial advice firm as Prime Financial Group offloads its minority interest. CountPlus acquired a 20% interest in Rundles Financial Planning, as well as a 40% stake in accounting firm Rundles Prime. Total consideration ...
CFS tops up Morgan Stanley mandate
KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as "Newco." SocietyOne managing director and chief executive Jason Yetton was appointed ...
CFS swaps global equities managers
KANIKA SOOD  |  FRIDAY, 14 DEC 2018
... CBA alongside Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice - together termed as "Newco." SocietyOne managing director and chief executive Jason Yetton was appointed ...
CountPlus acquires interest in integrated wealth firm
JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective ...
CBA sells CFSGAM, new wealth business chief executive appointed
KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne managing director and chief executive Jason Yetton has been appointed as NewCo chief executive ...
CountPlus resumes dividend payments
HARRISON WORLEY  |  MONDAY, 27 AUG 2018
CountPlus reported its FY18 earnings as the business moves into the final stage of a two-year transformation period, resuming dividend payments in the process. In a release, the diversified wealth management firm announced it had resumed dividend payments ...
Advisory and wealth firm appoints chief
KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... helping double the membership size of firms in the network. Chapman is now the chief operating officer of ASX-listed firm CountPlus. He is also a former military leader with the British Army and served in the Australian Army. Sacre's 25 years' ...
Multi-disciplinary industry trend continues: CBA
JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... the number of mergers and acquisitions within the advice and accounting space. Supporting this, in April of this year CountPlus advice practice Robson Partners acquired Walker & Andrews, a Central Coast accounting firm.
CountPlus rolls out new service to member firms
ALEX BURKE  |  TUESDAY, 12 JUN 2018
CountPlus extended its partnership with Xero to provide access for all member firms to the company's cloud-based accounting software. This extended partnership was referred to a "platinum agreement" by CountPlus chief executive Matthew Rowe, who ...
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