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Showing 1 - 10 of 248 results for "Count Financial"

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... 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 shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
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 expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
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 ...

CBA updates on class actions, governance review

ELIZA BAVIN  |  WEDNESDAY, 11 FEB 2026
... 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. ...

Maria Lykouras nabs new chief gig

JAMIE WILLIAMSON  |  THURSDAY, 27 NOV 2025
... 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 ...

CBA sets aside $52m for remediation

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... 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 class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
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 ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... 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 ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... 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 ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... exceptional value to our clients through world-class advice technology." Last month Iress added the former head of Count Financial to a newly created executive general manager position in its wealth business. Adam Webb arrived as the executive general ...
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