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Showing 81 - 90 of 141 results for "CountPlus"

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective ...

CBA sells CFSGAM, new wealth business chief executive appointed

KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and MortgageChoice. SocietyOne managing director and chief executive Jason Yetton has been appointed as NewCo chief executive ...

CountPlus resumes dividend payments

HARRISON WORLEY  |  MONDAY, 27 AUG 2018
CountPlus reported its FY18 earnings as the business moves into the final stage of a two-year transformation period, resuming dividend payments in the process. In a release, the diversified wealth management firm announced it had resumed dividend payments ...

Advisory and wealth firm appoints chief

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... helping double the membership size of firms in the network. Chapman is now the chief operating officer of ASX-listed firm CountPlus. He is also a former military leader with the British Army and served in the Australian Army. Sacre's 25 years' ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... the number of mergers and acquisitions within the advice and accounting space. Supporting this, in April of this year CountPlus advice practice Robson Partners acquired Walker & Andrews, a Central Coast accounting firm.

CountPlus rolls out new service to member firms

ALEX BURKE  |  TUESDAY, 12 JUN 2018
CountPlus extended its partnership with Xero to provide access for all member firms to the company's cloud-based accounting software. This extended partnership was referred to a "platinum agreement" by CountPlus chief executive Matthew Rowe, who ...

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
CountPlus named a new chief operating officer and appointed an advisory firm to assess merger and acquisition opportunities. Mark Chapman is the former chief executive of Bentleys Network. He joined the business advisory, accounting and audit firm about ...

ASIC lifts licence conditions on CountPlus subsidiary

KANIKA SOOD  |  MONDAY, 16 APR 2018
ASIC has lifted the licence conditions it imposed on a CountPlus subsidiary after it paid $2.5 million in remediation to its clients following a compliance issue in 2015. In September, 2015 ASIC placed additional licence conditions on Total Financial ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
A CountPlus financial planning member firm will acquire 100% of a New South Wales accounting practice. Robson Partners will acquire Walker & Andrews with the process finalising on May 1. CountPlus described the acquisition as "earnings-accretive" for ...

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
A leading corporate advisory firm has added the former chief executive of a Countplus subsidiary to its executive lineup. Former Total Financial Solutions chief executive Marcelo Fernandez joined Chase Corporate Advisory this week, focused on growing ...