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Showing 21 - 30 of 100+ results for "Count Financial"

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... income protection policy holders who got their insurance through Commonwealth Financial Planning, Financial Wisdom, Count Financial or BW Financial Advice. The class action against AMP has been filed in the Federal Court. Shine said it expects to file ...

CBA ups remediation bill for advice

ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... addressing the full range of remediation issues impacting its customers of its aligned advice businesses including Count Financial, Financial Wisdom and Commonwealth Financial Planning. "The estimates of provisions for customer remediation payments in ...

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
... arm during the Royal Commission. During her testimony, she admitted the bank's financial advice subsidiary, Count Financial (now a subsidiary of Countplus), had charged ongoing service fees to deceased clients. Perkovic has spent nearly four years ...

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
Count Financial has hired an experienced practice development manager, whose resume features the likes of Affinia, Commonwealth Bank and AMP, to ramp up its growth strategy. Chris Burton has been appointed as Count's practice development manager, and ...

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... faced by practices in delivering advice efficiently can be attributed to process issues not people, according to Count Financial. Countplus acquired the Count Financial from the Commonwealth Bank late last year for just $2.5 million and has since been ...

ASIC bans RC case study adviser

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
... banned Melbourne-based adviser Bimaljeet Sekhon from providing financial services for three years. The former Count Financial adviser was found to have failed to comply with financial services laws, including to provide advice in the best interests of ...

CountPlus acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
... made a new acquisition, acquiring the advice services of Centenary Financial. CountPlus One and Centenary are Count Financial member firms, now clients and key employees of Centenary will transfer to CountPlus One as part of an agreed succession plan. ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
... development manager at Aon Hewitt, where she spent more than eight years. Prior to that, she was a training manager at Count Financial. AFA general manager of policy and professionalism Phil Anderson welcomed Garrard to the team. "Caz Garrard has joined ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
The former head of compliance and professional standards at IOOF has joined the leadership team of Count Financial. Phil Creswell joins Count Financial as its new head of professional standards from April 14. Creswell previously worked with Countplus ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
Count Financial has launched a series of back-end tech integrations to improve adviser efficiencies and deliver better experiences for clients. The new integrations have helped save the licensee thousands of man-hours. Countplus chief executive and ...