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Search ResultsShowing 1 - 10 of 18 results for "Andrew Kennedy"
Count Financial expands national reach
ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... full-service licensee committed to helping us offer the best service to our clients." Count Financial chief advice officer Andrew Kennedy said the appointment of Plan Protect was a huge coup for the licensee. "Janne and the team at Plan Protect have ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... network last year and said there was a sense of community for younger advisers. Count Financial chief advice officer Andrew Kennedy said he is extremely happy to welcome Venture on board. "Their experience will be a valuable resource for other firms ...
Count Financial targets growth with new hire
ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief advice officer Andrew Kennedy said Carlton's industry knowledge will be key as it targets advice firms to join Count Financial. "With experience working ...
Count Financial adds member firm
ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... which has seen 50 advisers added to its network since the start of this year. Count Financial chief advice officer Andrew Kennedy said having the firm join was a boost for the licensee which continues to target quality advice firms to join its network. ...
Count Financial makes growth-focused hire
ALLY SELBY  |  FRIDAY, 22 MAY 2020
... existing practices grow by reassessing their revenue channels and business strategies. Count's chief advice officer Andrew Kennedy said the appointment demonstrated Count's commitment to the future of financial advice and growing its network in a time ...
Processes are the problem, not people: Count Financial
ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... achieved with only 81% of the advisers the business had when it was owned by CBA. Count Financial chief advice officer Andrew Kennedy said the firm was committed to continually improving their processes and offerings. "As we build the licensee of the ...
CountPlus acquires firm
ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
... licensee of Affinitas, an accounting-led financial advice firm in Queensland. Count Financial chief advice officer Andrew Kennedy said at the time that the Affinities announcement was a sign that Count's plan to grow its network of firms is well ...
Count Financial adds tech integrations
ALLY SELBY  |  THURSDAY, 2 APR 2020
... accounting platforms Xero, MYOB, BGL, and Class Super, along with XPLAN." Count Financial chief advice officer Andrew Kennedy said the integrations will help advisers focus on delivering financial advice to their clients. "Count Financial is continuing ...
New firm joins Count Financial network
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
... Affinitas Accounting Practice and 100% owner of Affinitas Financial Planning. Count Financial chief advice officer Andrew Kennedy said this announcement is a sign that Count's plan to grow its network of firms is well and truly in effect. "Count ...
ASIC lifts licence conditions on CountPlus subsidiary
KANIKA SOOD  |  MONDAY, 16 APR 2018
... TFS since initiated remediation with 522 clients and the matter is now resolved, according to TFS chief executive Andrew Kennedy. The company made changes to its management, including the executive lineup and the board. "A new management team and board ...
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