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Search ResultsShowing 1 - 10 of 100+ results for "Count Financial"
New firm joins Count Financial
ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
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 integrates with myprosperity
KARREN VERGARA  |  FRIDAY, 30 APR 2021
... 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 ...
CountPlus member firm to make acquisition
ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... 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 ...
Count snaps up three former MLC firms
ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
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 ...
IOOF firms abandon ship
ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
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 ...
CountPlus profit down 53%
ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... 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 expands national reach
ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
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. ...
CountPlus firm completes tuck in acquisition
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... 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. ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... 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 ...
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 ...
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