The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 1 - 9 of 9 results for "Count Wealth"

Folkestone beefs up distribution

MARK SMITH | THURSDAY, 23 OCT 2014

... Baker was a key account manager at Charter Hall and Macquarie Group. He also was a business development manager at Count Wealth. BDM Harry Horwitz-Rourke joins Folkestone from ANZ Bank where he was in the institutional property lending team. Prior to ...

Consumer awareness of vertical integration plummets

LAURA MILLAN | TUESDAY, 5 AUG 2014

... advisers does state that the group is "part" of CBA. Consumer unawareness is even greater for clients of CBA-owned Count Wealth, with 42% considering it an independent firm, compared to 33% last year. On the other side, consumers increasingly see advisers ...

Most planners are aligned, consumers think otherwise

LAURA MILLAN | FRIDAY, 2 AUG 2013

... independent, ahead of the 21% who consider Commonwealth Bank branded planners to be independent. Around 33% perceive Count Wealth as independent and 32% think the same of Colonial First State, but they are both owned by the Commonwealth Bank. Similarly ...

Lonsec research head exits for Morningstar

ELISE BURGESS | TUESDAY, 26 JUL 2011

... Lonsec currently provides research for the managed funds of AMP Financial Planning, Professional Investment Services, Count Wealth Accountants, Westpac Financial Services, Australian Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial Advice ...

QBE drops PI and D&O insurance

MICHAEL HOBBS | MONDAY, 21 APR 2008

... That's what insurance companies do, they move from various areas of business to other areas," she said. Barry Lambert, Count Wealth Accountants managing director, said the firm discontinued its insurance relationship with QBE Insurance in 2004 after ...

Challenger outsources data IT to InvestmentLink

... errors. InvestmentLink provides data management services to more than 10,000 advisers in 80 licensee groups, including Count Wealth, AMP, NAB and ING. Michelle Baltazar

Advance AM appoints WA state manager

... has eight years of experience working in various business development roles in WA for companies including Zurich, Count Wealth Accountants, Merrill Lynch and AMP. She will report to Craig Mowll, head of distribution, and will manage distribution and ...

Too many people unprepared for retirement: Count

Count Wealth Accountants says there is a worrying trend that the 'new breed' of retirees want to 'live it up' and are not saving enough to match their lifestyle expectations. The trend comes out of the results of a Count conducted survey, which asked ...

Perpetual's WealthFocus platform goes live

... "We already have four dealer groups - OzPlan Financial Services, Elders Securities, Premium Accounting Group and Count Wealth Accountants - who have approved WealthFocus as a platform available for use by their advisers," he said. "Our dedicated implementation ...

PAGE:

Editor's Choice

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Strength amid noise

A guaranteed future

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Follow the leaders

Maintaining a fundamental focus in a world obsessed with the short term

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE