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Showing 31 - 40 of 100+ results for "Count Financial"

New firm joins Count Financial network

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
Count Financial has become the licensee of an accounting-led financial advice firm in Queensland. Affinitas Financial Planning has joined Count Financial as its newest corporate authorised representative. Affinitas Financial Planning managing director ...

Count Financial treads new path

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
Count Financial is preparing for a rough couple of years as it transitions to a new pricing model. That said, the amount of advice being produced by the licensee has more than doubled despite losing 26% of its advisers. In its 1H20 results announcement ...

How much a self-licensee spends on compliance

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... to self-license after working as a financial planner at a big bank and at an accounting firm licensed through Count Financial. She said she chose to go down the path for the autonomy it offers, around approved product list selection, the opportunity ...

Total Financial Solutions to shutter next year

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... currently has around 81 financial advisers on staff, with CountPlus saying 62 have been invited to join subsidiary Count Financial, four have decided to exit the industry and eight have not been offered a position elsewhere in the business. "We are pleased ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... depart in early January 2020 after just over 12 months in the role. To date, Yetton oversaw the divestment of Count Financial and remediation for wealth clients, and CBA said it is on track to divest aligned advice businesses by June 2020. The bank has ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
Count Financial has bolstered its leadership team as part of its acquisition by CountPlus. The Commonwealth Bank sold Count Financial to CountPlus for $2.5 million, finalizing the sale at the end of August. John Corcoran has now stepped into the position ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... tipped to win the bid. CBA confirmed back in June this year that it was considering the sale after offloading Count Financial for $2.5 million. The news comes as many of the big banks reconsider their advisory businesses following revelations from the ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million indemnity.

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... advisers have so far failed to join another licensee. Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in the six months and MLC Wealth has now said ...

CountPlus' 100-day plan for Count Financial

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
CountPlus' acquisition of Count Financial from the Commonwealth Bank has been completed for a fee of $2.5 million - and CountPlus is confident its new business will return a first year profit. CountPlus acquired 85% of Count Financial with the 15% balance ...