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| | | Count Financial has announced the latest firm to join its national advice network. StrategyOne Advice Network has joined Count Financial, the 16 th new firm to join since the start of 2021. Based in Northern Sydney, StrategyOne was previously part of ... |
| | | | ... Midwinter head of product Ivon Gower said. Myprosperity has clocked up several partnerships over the years; HUB24, Count Financial and Macquarie are some examples. In 2018, it added an estate planning functionality will allow financial advisers using ... |
| | | | ... transfer to Kidmans. CountPlus chief executive Matthew Rowe said the transaction highlights the opportunities from Count Financial and its strong network. "The CountPlus model works by identifying and investing in quality businesses, and this acquisition ... |
| | | | Three former MLC firms are joining Count Financial, as its network of financial advice businesses continues to expand. It comes after four former IOOF firms joined Count on March 17. The three former MLC firms joining Count are: Sapphire Coast Financial ... |
| | | | Four IOOF financial advice firms have joined Count Financial ahead of the MLC acquisition, with one firm saying it was seeking a licensee without "hidden agendas". Magnis Financial Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management ... |
| | | | ... shareholders jumped 65% to $4.1 million and cash at hand increased 37% on the previous 12 months to $27.6 million. Count Financial recorded a 74% jump in EBITDA to $1.6 million however, due to the end of grandfathered revenue, the group expects earnings ... |
| | | | Count Financial has announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. ... |
| | | | ... fit for the CountPlus network," he said. Last week, Godfrey Pembroke firm Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from the MLC Wealth dealer group in November. ... |
| | | | ... practice has left the MLC Wealth dealer group ahead of 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 ... |
| | | | ... financial planning for Victoria and Tasmania at AMP and was responsible for the performance of 180 advice practices. Count Financial chief advice officer Andrew Kennedy said Carlton's industry knowledge will be key as it targets advice firms to join ... |
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| | ELIZABETH MCARTHUR Centrepoint Alliance has appointed a head of business and operations for its recently acquired advice software arm Enzumo. | ELIZABETH MCARTHUR APRA has given IOOF the go-ahead to take over MLC's superannuation business. | | | JAMIE WILLIAMSON A major Canadian pension investment manager has entered a joint venture with a UK real estate investment firm to develop a logistics portfolio valued at close to $2 billion. | KARREN VERGARA The change expert hired to transform AMP's financial advice business has left after seven months. |
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