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Showing 21 - 30 of 248 results for "Count Financial"

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... 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 ...

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... 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 ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... 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) ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... 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 ...

Super, advice class actions dampen CBA results

KARREN VERGARA  |  WEDNESDAY, 15 FEB 2023
... 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 ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... 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 ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... 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 ...

CBA increases Countplus indemnity to $520m

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... 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 ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... 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 ...

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
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 ...