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Showing 11 - 20 of 32 results for "Total Financial Solutions"

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee Total Financial Solutions (TFS). Morningstar has entered a binding agreement with TFS to take over the investment management of the model portfolios ...

ASIC lifts licence conditions on CountPlus subsidiary

KANIKA SOOD  |  MONDAY, 16 APR 2018
... following a compliance issue in 2015. In September, 2015 ASIC placed additional licence conditions on Total Financial Solutions's Australian financial services licence (AFSL) after an authorised Queensland-based adviser was found to have failed to act ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
... restructure. CountPlus also fully divested its Wagga Wagga-based business unit and another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon.

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
... firm has added the former chief executive of a Countplus subsidiary to its executive lineup. Former Total Financial Solutions chief executive Marcelo Fernandez joined Chase Corporate Advisory this week, focused on growing the firm's Melbourne office ...

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
... reshuffled business. Countplus also fully divested its Wagga Wagga-based business unit. Another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon. Overall, these transactions contributed ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... reshuffled business. Countplus also fully divested its Wagga Wagga-based business unit. Another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon. Overall, these transactions contributed ...

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
... clients affected by rogue adviser Brian Dobinson, an authorised representative of one of its subsidiaries Total Financial Solutions Australia (TFSA). Dobinson provided inappropriate financial product advice to some 520 small retail clients between January ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... dividend for the 30 June quarter. This is due to a claim that may be made against wholly-owned subsidiary Total Financial Solutions Australia (TFSA) by clients of a former TFSA adviser who engaged in "inappropriate behaviour." This has also precipitated ...

Total Financial Solutions chief appointed

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
The interim chief executive of Countplus subsidiary Total Financial Solutions Australia will take on the role permanently. Andrew Kennedy began acting in the role in January of this year, while maintaining the role of general manager, growth. Kennedy ...

Former FPA chief joins licensee

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
... Countplus subsidiary is welcoming a former FPA chief executive as its new independent chair. Dealer group Total Financial Solutions appointed former FPA chief Mark Rantall to its board to strengthen its industry expertise. Rantall, who led the FPA for ...