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Search ResultsShowing 1 - 10 of 100+ results for "Count Financial"
Count Financial targets growth with new hire
ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... 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 ...
CountPlus to continue acquisition spree
ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... Rowe said. Further to this, CountPlus provided an update on client remediation matters relating to its subsidiary Count Financial. As at September 30, there are 1732 Count Financial client remediation matters as assessed by Commonwealth Bank with the ...
CountPlus adds to board, acquires member firm
KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... enable existing Freedom Accounting clients access to financial advice services through Mogg Osborne licensed under Count Financial. Mogg Osborne chief executive Sharon Postlethwaite said the acquisition of Freedom Accounting is a boost for the community. ...
Count Financial adds member firm
ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
Count Financial has expanded its member network with Sydney-based financial advice firm Small & Gunn joining its licence. Small & Gunn completed the transition to Count Financial in just a six week period after seeking a forward-looking licensee to ...
Count Financial faces class action
ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
Class action proceedings have been filed against Count Financial, a former subsidiary of Commonwealth Bank of Australia after contravening its obligations under the Corporations Act. The proceedings filed by Piper Alderman in the Federal Court of Australia ...
Challenges on the horizon for CountPlus
ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
... increase of net profit after tax to $5.95 million in FY20 from $3.68 million ahead of future challenges to its Count Financial business. The accounting firm increased its cash to $21.11 million, up from $8.5 million in the preceding period. The strengthened ...
AMP, CBA, Westpac face potential class action
ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning, Count Financial and Financial Wisdom. From Westpac, the firm is focused on Westpac Bank, Securitor Financial Group and Magnitude Group. ...
AMP, BT and CBA to face class action
ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... income protection policy holders who got their insurance through Commonwealth Financial Planning, Financial Wisdom, Count Financial or BW Financial Advice. The class action against AMP has been filed in the Federal Court. Shine said it expects to file ...
CBA ups remediation bill for advice
ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... addressing the full range of remediation issues impacting its customers of its aligned advice businesses including Count Financial, Financial Wisdom and Commonwealth Financial Planning. "The estimates of provisions for customer remediation payments in ...
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 ...
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