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Search ResultsShowing 61 - 70 of 100+ results for "Count Financial"
Commonwealth Bank recruits Suncorp executive
JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
... is a former head of risk - super, platforms and investments at BT Financial Group and senior risk executive at Count Financial. Prior to Suncorp, Ludgate was director of wealth management advisory - financial risk management at KPMG Australia. From September ...
SMSF Association names new chair
JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2018
... SMSF Association will welcome a new chairperson at the close of its 2018 National Conference. Replacing former Count Financial managing director Andrew Gale, Professor Deborah Ralston will assume the position. Ralston joined the SMSFA board in July 2016 ...
Vertically integrated institutions failing to manage conflicts of interest
JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... were AMP Financial Planning; Charter Financial Planning; Millennium 3 Financial Services; ANZ Financial Planning; Count Financial; Commonwealth Financial Planning; GWM Adviser Services; NAB Financial Planning; Securitor Financial Group; and Westpac Financial ...
Australian Unity chair joins NAB
EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... international and chief executive Asia Pacific for Russell Investments, and Andrew Gale, former chief executive of Count Financial Limited. The appointment is effective immediately.
Trustee Partners recruits ahead of opening NZ office
JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... partner and chair of the investment committee at a financial planning practice, and is a former company secretary of Count Financial. Meanwhile, Hartnett joins from NAB's Anatares Equities business where she was an associate research manager, prior to ...
Advisers flock to non-insto licensees
ALEX BURKE  |  SUNDAY, 1 OCT 2017
... are AMP Financial Planning, Charter Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser Services, Morgans Financial, NAB and Synchron.
MDA operator appoints distribution head
JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... development with Calastone for almost two years and has previously held roles with Macquarie Bank, Asgard and Count Financial. Managedaccounts.com.au chief executive David Heather said: "Using his considerable experience in financial services and his ...
Countplus chair steps down after 11 years
ALEX BURKE  |  THURSDAY, 27 APR 2017
... Lambert, who established and chaired the ASX-listed wealth management firm as a subsidiary of the now CBA-owned Count Financial in 2006, said his resignation was effective immediately. The news follows his departure from the board of Class in February ...
Perpetual hires former Count CEO
ALEX BURKE  |  FRIDAY, 10 FEB 2017
... executive will take the reins at Perpetual Investments in April. Before this role, David Lane was chief executive of Count Financial - the wealth management business established by industry luminary Barry Lambert in 1980. Prior to that, he was general ...
Industry giant retires
EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... career started at age 17 when he took a job in the Taree branch of the Commonwealth Bank. He went on to found Count Financial in 1980, an after-hours tax service firm which at its peak, represented around 500 accounting and financial planning firms. ...
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