Search Results | Showing 1 - 10 of 33 results for "Affinia" |
| | ... previously worked at Sentinel Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser. |
| | | ... experience in life insurance and financial advice to the role. Prior to NEOS, Leonard was national manager of operations at Affinia Financial Advisers for two years. Before that, he spent more than eight years in sales and business development roles ... |
| | | ... training standard. Baaini worked at AMP Financial Planning between July 2011 and January 2012. She then went on to work at Affinia Financial Services for about three years and jumped to NAB as senior financial adviser for over a year. Between June 2017 ... |
| | | ... largest advisory businesses in Australia, with over 550 financial advisers. This achievement has been further boosted by its Affinia transaction in May 2023, the integration of which is progressing. Ahead of the merger, Count has $17.9 billion in funds ... |
| | | ... plan and accelerates the realisation of our growth ambitions." "This transaction follows the successful acquisition of Affinia and signals an exciting new phase for the Company. Diverger has a strong cultural fit with our Company and the combination ... |
| | | ... strong performance across all metrics, however. Much of the growth for the advice business was drive by the acquisition of Affinia from TAL in May. It paid a conditional amount of $3.37 million for the business and saw revenues of $3.03 million. In the ... |
| | | ... comes as Count continues to grow its adviser network, having recently added 75 practices through the acquisition of TAL's Affinia licensee in May. At the time, Humphrey said the acquisition signalled a new dynamic phase for the company, "giving clients ... |
| | | ... CountPlus, a move endorsed by 99.94% of its shareholders. Following the name change, it also completed the acquisition of Affinia Financial Advisers, growing its adviser network substantially. At the time, Humphrey said the acquisition was strategic ... |
| | | Count has completed its acquisition of Affinia Financial Advisers, growing its adviser network substantially. Through the acquisition, Count has acquired 75 financial advice practices from TAL, adding around 100 financial advisers to its community. ... |
| | | ... CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. CountPlus currently ... |
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