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Showing 41 - 50 of 100+ results for "Count Financial"

Financial Wisdom to shut down

JAMIE WILLIAMSON  |  WEDNESDAY, 7 AUG 2019
... doing so, Commonwealth Bank will have exited all of its aligned advice businesses, having announced the sale of Count Financial to CountPlus in June. As at August 1, there was 317 advisers licensed by Financial Wisdom. The bank intends to cease providing ...

ASIC reveals advice remediation progress

HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
... provided by Commonwealth Securities, with Commonwealth Private, Commonwealth Financial Planning, Financial Wisdom and Count Financial reporting no staff were working on the program. All CBA entities except Commonwealth Securities and Commonwealth Private ...

CFSGAM sale clears regulatory hurdles

KANIKA SOOD  |  FRIDAY, 26 JUL 2019
... The remaining units were to be spun off as a separate entity called "NewCo" which included Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage. SocietyOne ...

Radar Results hires Queensland manager

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
... licensed business buyer's agent across Sydney and Canberra. Prior to Radar Results, Hart spent three years at Count Financial as a network development manager and then took on a senior role as national manager. She also spent time at MLC as a business ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... down in the carrying value of TFS." On June 13, Commonwealth Bank said it had entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo, to CountPlus for $2.5 million with a $200 million indemnity. It will ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo , to CountPlus for $2.5 million with a $200 million indemnity. It will ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... altogether has more than two decades' experience in financial services. His career in financial planning began at Count Financial Group in 1994, where he worked with Lifespan founder and executive chair John Ardino. Gershkov's responsibilities ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... conditions on the AFSL earlier this year. At the time, Rainmaker analysis showed many that had joined had done so from Count Financial, CPA Australia Advice and SMSF Advice.

CBA sells advice dealer group

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
Commonwealth Bank is offloading its financial advice subsidiary, Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% holding ...

Platform distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... development, Australia and New Zealand. He has also previously held business development roles with Macquarie, Asgard and Count Financial. "Xplore Wealth appreciates the service of Tony during his time, most recently assisting on the transition to our ...