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Search ResultsShowing 1 - 10 of 100+ results for "Count Financial"
Marianne Perkovic to depart CBA
ALLY SELBY  |  TUESDAY, 23 JUN 2020
... arm during the Royal Commission. During her testimony, she admitted the bank's financial advice subsidiary, Count Financial (now a subsidiary of Countplus), had charged ongoing service fees to deceased clients. Perkovic has spent nearly four years ...
Count Financial makes growth-focused hire
ALLY SELBY  |  FRIDAY, 22 MAY 2020
Count Financial has hired an experienced practice development manager, whose resume features the likes of Affinia, Commonwealth Bank and AMP, to ramp up its growth strategy. Chris Burton has been appointed as Count's practice development manager, and ...
Processes are the problem, not people: Count Financial
ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... faced by practices in delivering advice efficiently can be attributed to process issues not people, according to Count Financial. Countplus acquired the Count Financial from the Commonwealth Bank late last year for just $2.5 million and has since been ...
ASIC bans RC case study adviser
HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
... banned Melbourne-based adviser Bimaljeet Sekhon from providing financial services for three years. The former Count Financial adviser was found to have failed to comply with financial services laws, including to provide advice in the best interests of ...
CountPlus acquires firm
ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
... made a new acquisition, acquiring the advice services of Centenary Financial. CountPlus One and Centenary are Count Financial member firms, now clients and key employees of Centenary will transfer to CountPlus One as part of an agreed succession plan. ...
Association of Financial Advisers bolsters team
ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
... development manager at Aon Hewitt, where she spent more than eight years. Prior to that, she was a training manager at Count Financial. AFA general manager of policy and professionalism Phil Anderson welcomed Garrard to the team. "Caz Garrard has joined ...
Count Financial bolsters leadership team
ALLY SELBY  |  MONDAY, 6 APR 2020
The former head of compliance and professional standards at IOOF has joined the leadership team of Count Financial. Phil Creswell joins Count Financial as its new head of professional standards from April 14. Creswell previously worked with Countplus ...
Count Financial adds tech integrations
ALLY SELBY  |  THURSDAY, 2 APR 2020
Count Financial has launched a series of back-end tech integrations to improve adviser efficiencies and deliver better experiences for clients. The new integrations have helped save the licensee thousands of man-hours. Countplus chief executive and ...
New firm joins Count Financial network
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
Count Financial has become the licensee of an accounting-led financial advice firm in Queensland. Affinitas Financial Planning has joined Count Financial as its newest corporate authorised representative. Affinitas Financial Planning managing director ...
Count Financial treads new path
JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
Count Financial is preparing for a rough couple of years as it transitions to a new pricing model. That said, the amount of advice being produced by the licensee has more than doubled despite losing 26% of its advisers. In its 1H20 results announcement ...
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