Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 30 results for "Affinia"

Count posts positive results ahead of Diverger takeover

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... 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 ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... 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 ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... 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 ...

Count hunts new operations chief

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... 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 ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... 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 completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
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. ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... 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 ...

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
Count Financial has hired an experienced practice development manager, whose resume features the likes of Affinia, Commonwealth Bank and AMP, to ramp up its growth strategy. Chris Burton has been appointed as Count's practice development manager, and ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 79 advisers, going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth ...

NEOS unveils underwriting and sales team

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... Glendinning (VIC/TAS/SA) and Brett Leonard (QLD/NT). Leonard was most recently head of partnerships and operations at Affinia. Glendinning previously worked as acting state sales manager at AIA, while Leonard was acting head of sales at BT. Du Plooy's ...
PAGE:
1
PREVIOUS
NEXT