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Showing 61 - 70 of 100+ results for "Count Financial"

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 ...

CBA remediation bill crosses $2bn

KANIKA SOOD  |  MONDAY, 13 MAY 2019
... $534 million of aligned remediation spend relates to advice clients of advisers working under Financial Wisdom, Count Financial or CFP Pathway licensees. Of this, $374 million is in customer refunds (including $123 million in interest payments) and $160 ...

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... ASIC said. Rainmaker analysis shows the largest groups advisers left before joining SMSF Advisers Network are Count Financial, CPA Australia Advice and SMSF Advice.