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Showing 81 - 90 of 100+ results for "Count Financial"

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. ...

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... board to six members with the appointment of a new non-executive director. Raymond Kellerman joins the ASX-listed Count Financial while also sitting on the boards of Goodman Funds Management, Foundation Life and Ryder Capital. He is the former independent ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
The Commonwealth Bank asked Barry Lambert to stay on as chair of Count Financial for two years following the bank's acquisition - he asked them for two years and two months. Confused, the bank asked him why. He told them, "If I stay on until January ...

New director for NAB super trustee

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... has previously acted as executive director of Chase Corporate Advisory, chief executive and managing director of Count Financial, and managing partner of Deloitte Actuaries and Consultants. Gale's appointment to the NULIS Nominees board is in addition ...

Perpetual appoints distribution GM

ALEX BURKE  |  FRIDAY, 14 OCT 2016
... that, he was head of national accounts and research at NAB Asset Management and held a consulting position at Count Financial. He has also held senior roles at Colonial First State, including head of SMSFs and private bank sales and national account ...

Financial services stalwart backs robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 17 AUG 2016
... industry magnate has affirmed his support of robo-advice, investing in automated advice provider Ignition Wealth. Count Financial founder Barry Lambert said his desire for a cost-efficient and effective solution has driven his backing of the robo-advice ...

CBA's wealth head moves to new EGM role

ALEX BURKE  |  WEDNESDAY, 6 JUL 2016
... She joined CBA in 2010 as general manager distribution for Colonial First State, having been chief executive of Count Financial before that. In her new role in CBA's business and private banking division, she will report to group executive Adam Bennett. ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar will now also provide research to Count Financial. The reappointment will see Morningstar continue to work alongside the WM Advice research team, providing research and consulting ...

CBA announces new Board of Advice Companies director

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... to the Board of Advice Companies - Commonwealth Financial Planning, BW Financial Advice, Financial Wisdom and Count Financial. Robert Bransby, who commenced the role in April, has more than 25 years' experience in the financial services and health industry. ...

Calastone hires senior Macquarie executive

MARK SMITH  |  MONDAY, 25 JAN 2016
... the launch and distribution of the Macquarie Wrap service. Prior to that, he worked in sales roles at Asgard and Count Financial Group. Calastone managing director Australia, Sarah Hayward, said Nejasmic's appointment would help drive and consolidate ...