Search Results | Showing 1 - 10 of 232 results for "Count Financial" |
| | ... Financial with 427 comes second place, while in third place Interprac Financial Planning had 331 employed advisers. Count Financial (310), Alliance Wealth (302), Charter Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial ... |
| | | ... million had been offered and $424.5 million had been paid. This is payable by Commonwealth Bank as part of the Count Financial sale agreement, with the timeframe for notification of any further indemnified conduct to end on October 1. "Count delivered ... |
| | | ... to its historical aligned adviser network. The former aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. CBA sold Count Financial to Count in October 2019 and stopped providing ... |
| | | ... advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial and Lifespan have 14.8 years and 16.5 years respectively. Among the boutiques, Sambe Investments and Advice Evolution both ... |
| | | ... by adding a net of 34 advisers. Consultum Financial Advisers (305), Alliance Wealth (286), Ord Minnett (267), Count Financial (266), Lifespan Financial Planning (258), and Capstone Financial Planning (258) capped off the top 10 dealer groups. There were ... |
| | | ... SuperMate solution. AMP is selling SuperConcepts to Pemba Capital Partners, which is co-investing alongside former Count Financial chief executive Matthew Rowe, as well as former SuperConcepts executives Brad Ackermann and Andrew Row. The group will ... |
| | | ... largest non-aligned licensee with 295 advisers and $4.2 million in funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241) ... |
| | | ... O'Sullivan, the head of Affinia, will support the transition, while chair Steve Helmich will be appointed to the Count Financial board following an approval. TAL group chief executive and managing director Brett Clark said that following a review ... |
| | | ... them. The bank is also busy fighting class actions for its former advice businesses. One class action alleges Count Financial (which is now owned by CountPlus) and its authorised representatives acted in misleading or deceptive conduct and received commissions ... |
| | | ... three months after having been reappointed. Of note, during his time in the role, he oversaw the acquisition of Count Financial from Commonwealth Bank. Rowe has also previously served as chair of the Financial Planning Association of Australia, and of ... |
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