Search ResultsShowing 1 - 10 of 100+ results for "Count Financial"
Total Financial Solutions to shutter next year
ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... currently has around 81 financial advisers on staff, with CountPlus saying 62 have been invited to join subsidiary Count Financial, four have decided to exit the industry and eight have not been offered a position elsewhere in the business. "We are pleased ...
CBA wealth boss to exit
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... depart in early January 2020 after just over 12 months in the role. To date, Yetton oversaw the divestment of Count Financial and remediation for wealth clients, and CBA said it is on track to divest aligned advice businesses by June 2020. The bank has ...
Count Financial bolsters team as part of transition
ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
Count Financial has bolstered its leadership team as part of its acquisition by CountPlus. The Commonwealth Bank sold Count Financial to CountPlus for $2.5 million, finalizing the sale at the end of August. John Corcoran has now stepped into the position ...
Morgans snaps up CommSec Advisory business
ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... tipped to win the bid. CBA confirmed back in June this year that it was considering the sale after offloading Count Financial for $2.5 million. The news comes as many of the big banks reconsider their advisory businesses following revelations from the ...
CommSec responds to sale rumours
ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million indemnity.
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 ...
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