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Search ResultsShowing 1 - 8 of 8 results for "Ascent Private Wealth"
Count snaps up three former MLC firms
ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Services is the fourth firm to join Count Financial from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' ...
CountPlus profit down 53%
ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... In addition, CountPlus completed six tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital. CountPlus will pay a fully franked dividend of 1.25 cents ...
Count Financial expands national reach
ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements of Ascent Private Wealth and Venture Financial Advisers in late 2020. Janne Ashton has been the principal of Plan Protect since its inception in 2004 ...
CountPlus firm completes tuck in acquisition
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
The ASX-listed advice and accounting group has continued to carry out its extensive growth strategy with one of its member firms completing a tuck-in acquisition of a separate member firm. Perth-based member firm Bentleys WA Pty Ltd has finalised terms ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and ...
CountPlus firm makes acquisition
ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... owner, partner-driver growth opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire.
CountPlus to continue acquisition spree
ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... owner, partner-driver growth opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire. "This ...
CountPlus adds former MLC practice
KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
... has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based practice ...
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