Search ResultsShowing 1 - 10 of 100+ results for "Count Financial"
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... advisers have so far failed to join another licensee. Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in the six months and MLC Wealth has now said ...
CountPlus' 100-day plan for Count Financial
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
CountPlus' acquisition of Count Financial from the Commonwealth Bank has been completed for a fee of $2.5 million - and CountPlus is confident its new business will return a first year profit. CountPlus acquired 85% of Count Financial with the 15% balance ...
Financial Wisdom to shut down
JAMIE WILLIAMSON  |  WEDNESDAY, 7 AUG 2019
... doing so, Commonwealth Bank will have exited all of its aligned advice businesses, having announced the sale of Count Financial to CountPlus in June. As at August 1, there was 317 advisers licensed by Financial Wisdom. The bank intends to cease providing ...
ASIC reveals advice remediation progress
HARRISON WORLEY  |  THURSDAY, 1 AUG 2019
... by Commonwealth Securities, with Commonwealth Private, Commonwealth Financial Planning, Financial Wisdom and Count Financial reporting no staff were working on the program. All CBA entities except Commonwealth Securities and Commonwealth Private reported ...
CFSGAM sale clears regulatory hurdles
KANIKA SOOD  |  FRIDAY, 26 JUL 2019
... remaining units were to be spun off as a separate entity called "NewCo" which included Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage. SocietyOne managing ...
Radar Results hires Queensland manager
KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
... licensed business buyer's agent across Sydney and Canberra. Prior to Radar Results, Hart spent three years at Count Financial as a network development manager and then took on a senior role as national manager. She also spent time at MLC as a business ...
CountPlus transfers SMA management
KANIKA SOOD  |  MONDAY, 1 JUL 2019
... down in the carrying value of TFS." On June 13, Commonwealth Bank said it had entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo, to CountPlus for $2.5 million with a $200 million indemnity. It will ...
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo , to CountPlus for $2.5 million with a $200 million indemnity. It will ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
... altogether has more than two decades' experience in financial services. His career in financial planning began at Count Financial Group in 1994, where he worked with Lifespan founder and executive chair John Ardino. Gershkov's responsibilities ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... conditions on the AFSL earlier this year. At the time, Rainmaker analysis showed many that had joined had done so from Count Financial, CPA Australia Advice and SMSF Advice.
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