Search Results | Showing 21 - 30 of 248 results for "Count Financial" |
| | | ... by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial Planning (258) capped off the top 10 dealer groups. There were ... |
| | | | ... SuperMate solution. AMP is selling SuperConcepts to Pemba Capital Partners, which is co-investing alongside former Count Financial chief executive Matthew Rowe, as well as former SuperConcepts executives Brad Ackermann and Andrew Row. The group will ... |
| | | | ... largest non-aligned licensee with 295 advisers and $4.2 million in funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241) ... |
| | | | ... O'Sullivan, the head of Affinia, will support the transition, while chair Steve Helmich will be appointed to the Count Financial board following an approval. TAL group chief executive and managing director Brett Clark said that following a review ... |
| | | | ... them. The bank is also busy fighting class actions for its former advice businesses. One class action alleges Count Financial (which is now owned by CountPlus) and its authorised representatives acted in misleading or deceptive conduct and received commissions ... |
| | | | ... three months after having been reappointed. Of note, during his time in the role, he oversaw the acquisition of Count Financial from Commonwealth Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of ... |
| | | | ... 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 ... |
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