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

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... remaining advice offering. The bank has gradually withdrawn from the advice sector since 2019 when it offloaded Count Financial to CountPlus and terminated Financial Wisdom. AIA Financial Wellbeing will operate under a separate AFSL to AIA Australia ...

PADUA accelerates distribution effort

KARREN VERGARA  |  THURSDAY, 29 JUL 2021
... Financial Standard earlier this week, Joey McCann also recently joined as head of advice sales. He was previously with Count Financial where he was head of growth and partnerships. The new hires all report to Canning. Canning commented: "I have been ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
The former head of growth and partnerships at Count Financial, who is currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... Unite's Victoria Studley and Hilary Acheson as a principal and shareholder. She will also become an adviser within Count Financial's network. "BBV is a quality practice that has always focused on developing lasting partnerships with their clients. We ...

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
... advisers must complete additional education requirements to meet FASEA standards prior to 1 January 2026. Over 60% of Count Financial advisers have 2 or fewer units to complete before 1 January 2026 to complete their financial adviser education requirements." ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... additional lifestyle and financial service offerings." The move comes after four IOOF financial advice firms joined Count Financial ahead of the MLC acquisition. IOOF completed the acquisition of MLC Wealth earlier this month, comprising its financial ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...

CBA adds $32m to advice remediation bill

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... has upped its indemnity bill to $252 million for dodgy financial advisers who were part of its former subsidiary Count Financial. CBA sold off Count Financial to CountPlus in mid-2019. At the time, CBA provided $200 million in indemnity to CountPlus. ...

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 ...
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