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Showing 1 - 10 of 100+ results for "Count Financial"

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... in increasing their confidence as an adviser and further developing client trust and professional recognition." Count Financial chief advice officer Andrew Kennedy added that his licensee was committed to the ongoing professionalism of its adviser network ...

BWC Partners joins Count Financial

JAMIE WILLIAMSON  |  THURSDAY, 28 APR 2022
... Victoria. The firm was founded in 2017 by Stephen Crowe and was previously licensed by Lonsdale Financial Group. Count Financial's chief advice officer Andrew Kennedy said BWC Partners is a quality firm with a strong client focus. "Stephen and the team ...

JBWere shakes up leadership

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... that, Lykouras worked across strategic risk, compliance and investment advisory roles at CBA, BT Financial Group, Count Financial, Australia Skandia, ipac/AXA and Citibank. "Maria's track record in strategy, execution and delivery made her the standout ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
... numbers are Charter Financial Planning (376), Consultum Financial Advisers (320), SMSF Advisers Network (283), Count Financial (278), Interprac Financial Planning (267), Alliance Wealth (264), and Capstone Financial Planning (262). Synchron, which is ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... end of the first quarter of 2022. Commonwealth Bank's amount hit $183.2 million thanks to bad advice from Count Financial (now owned by CountPlus), Financial Wisdom, and its Pathways division of Commonwealth Financial Planning. ANZ's $168.7 million ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... Advisers (327), Interprac Financial Planning (263), Capstone Financial Planning (260), Alliance Wealth (260), Count Financial (251) make up the top 10 practices based on adviser numbers. While many continue to leave the profession, one interesting trend ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... Services (422) comes second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result, bank and insurer-aligned advisers now only represent ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
A Victorian financial advice business is the latest to join Count Financial, making it the 23rd addition to the group this year. Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial ...

CountPlus reappoints chief executive

CHLOE WALKER  |  WEDNESDAY, 17 NOV 2021
... continue to lead the company, Rowe also acknowledged the hard work of his colleagues. "Our team across member firms, Count Financial and CountPlus, shows a strong belief in our purpose, our values, and demonstrates a focus on delivering positive client ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
A Newcastle-based financial advice firm is the latest to join the Count Financial network. Serendipity Wealth Advisors launched in February 2021 by directors Christine Lusher and Norma Samson. The duo worked together early in their careers. Lusher previously ...
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