Search Results | Showing 1 - 10 of 249 results for "Count Financial" |
| | | Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ... |
| | | | ... are RI Advice Group, Morgans Financial Limited, Akumin Financial Planning, Alliance Wealth and Picture Wealth. Count Financial, Lifespan Financial Planning and Ord Minnett round up the top eight. |
| | | | Count Financial has reportedly wound up its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows ... |
| | | | Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ... |
| | | | ... settlement for $22.5 million, with no admission of liability. Another advice-related class action commences against Count Financial in August 2020 was dismissed by the Federal Court in May 2025, with the order for legal costs to be awarded to Count Financial. ... |
| | | | ... risk for BT Financial Group's super, platforms and investments division, and worked in risk and compliance at Count Financial. SIAA chair Hamish Dee said Lykouras is an "outstanding choice" for the role. "Maria is dynamic and passionate about the future ... |
| | | | ... CFP, FWL, CMLA and AIA all deny the allegations and will continue to defend the proceedings. In relation to the Count Financial class action filed in August 2020, and dismissed by the court in May 2025, relating to commissions paid to Count Financial ... |
| | | | Count Financial has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years ... |
| | | | ... largest non-aligned dealer group with 148 advisers. The top three non-aligned groups were Alliance Wealth with 351, Count Financial with 331 and Lifespan with 289. Overall, AMPFP is the largest with 857 advisers. Meanwhile, the fastest-growing groups ... |
| | | | ... do not pose risks to financial stability," ASIC explained. Recent reporting around Metrics Credit Partners and Count Financial added to the discourse on the viability of private credit. Count recently advised its financial advisers to sell Metrics Credit ... |
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