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Search ResultsShowing 81 - 90 of 100+ results for "Count Financial"
Women program to reach all CBA advisers
LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique financial needs. Planners are taught about demographic, lifestyle and behavioural differences ...
FEATURE: Adviser education
FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
... financial institutions, released what would be its minimum adviser standards. Financial advisers operating under CBA's Count Financial and Financial Wisdom wealth management licenses are now required to hold: a degree in finance, business, commerce or ...
CBA rolls out IRESS systems to all advice groups
LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement will see IRESS tools and systems implemented in all ...
Westpac, Count on ASIC radar over complex product advice
LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Westpac and Commonwealth Bank-owned Count Financial are among the 10 licensees forced to undertake corrective action following concerns by the Australian Securities and Investments Commission (ASIC) concerns about financial advice relating to complex ...
Financial Wisdom and Count also subject to higher standards
LAURA MILLAN  |  THURSDAY, 23 OCT 2014
Advisers at Commonwealth Bank-owned (CBA) Financial Wisdom and Count Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to ...
Count launches new online tool
MARK SMITH  |  THURSDAY, 16 OCT 2014
Count Financial has launched a new online tool to help accountants ensure they complete all the necessary steps to continue providing SMSF advice to clients before the July 2016 deadline. The new tool, which launched on 13 October, helps users to understand ...
Countplus CEO to depart
JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
... as a listed company. "Michael's time at Countplus follows a period of six years as chief financial officer of Count Financial (14 years with that business) prior to its acquisition by the Commonwealth Bank. He has made an important contribution over ...
Countplus misses profit guidance
ALICE URIBE  |  THURSDAY, 21 AUG 2014
... planning revenue benefited from loyalty payments made by the Commonwealth Bank, as a result of the takeover of Count Financial, to Count Finance franchisees," the statement said. According to the announcement, the company's results were "impacted by ...
Premium hires former IOOF exec for compliance role
ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
... audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial as a compliance auditor. Premium chief executive Paul Harding-Davis said: "Johan is part of the new generation of wealth ...
Financial services stars named in rich list
MARK SMITH  |  FRIDAY, 27 JUN 2014
... manager Hilton Nathanson saw his wealth jump $35 million to $415 million this year. He comes in at number 114. Count Financial founder Barry Lambert is in 145th place with an estimated $320 million fortune. He is semi-retired now but is still chairman ...
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