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Showing 1 - 10 of 236 results for "Count Financial"

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... roles within the now defunct financial advice business. She has also held senior roles at BT Financial Group and Count Financial. In a profile interview earlier this month, Lykouras - who was the first woman to lead JBWere - told Financial Standard how ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... in bespoke banking services. CBA has been exiting the advice space gradually in recent years, having first sold Count Financial and then allowing Commonwealth Financial Planning Limited-Pathways advisers to transfer elsewhere. It also wound up its Financial ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... Partners (190), Findex (102), Shadforth Financial Group (97), and Ord Minnett (95). For overall adviser movement, Count Financial, Alliance Wealth, and Picture Wealth are the AFSLs that took in the highest number of new advisers. In terms of most-popular ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... on 24 April 2025. Between 30 September 2009 and 28 September 2015, Betalli was an authorised representative of Count Financial, and after that went to HNW Planning. He runs Betalli & Associates, a tax and accounting business, and The FP Business, a financial ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... 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 ...

Strategic reset delivers for Count

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

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... 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' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... 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 ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... 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 ...

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... 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 ...
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Funds SA appoints chief investment officer

ANDREW MCKEAN
Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN
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UniSuper has 'some work to get on with' on cyber front: Chair

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UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA
Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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