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Showing 1 - 8 of 8 results for "Count advisers"

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
... ongoing service. The Federal Court determined that Count had systems in place to enable it to monitor compliance by Count advisers with their statutory and regulatory obligations relating to the terms of the Total Financial Care Agreements. In addition ...

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
... Midwinter is committed to working with Count to support the technology needs of their business as well as the needs of Count advisers."

Processes are the problem, not people: Count Financial

ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... and a simplification and enhancement of quality assurance processes around the provision of advice, have allowed Count advisers to deliver an increase of 31% in advice documents in the quarter to March, compared with last year," the business said. This ...

Dead advice clients slugged ongoing service fees

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... providing any advice to any clients. "This is the document from one risk and compliance committee forum. How many Count advisers would need to not be providing ongoing services before it was considered a systemic issue?" Hodge asked. "It would need to ...

Count new strategy for advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... and of Count franchisees' businesses. Additionally, Tonitto will oversee the new practice management program for Count advisers across its 350 accounting firms. "Lee will develop and implement growth strategies for the Count network and individual advisory ...

Count buys $6m stake in Mortgage Choice

RUTH LIEW  |  MONDAY, 28 JUL 2008
... buy will see us build a bigger mortgage stamp in the industry... we thought it would be a good fit," she said. Count advisers already provide mortgage advice, including home loans, insurance and reverse mortgages consulting to their clients. The 4.9 ...

Count's biggest losers donate $90k

... charities including The Cancer Council, Royal Hospital for Women Foundation, BeyondBlue and the Salvation Army. "Count advisers are there to look after your financial wellbeing, and they should be able to take the same care when it comes to their own ...

Count takes stock of SMSF and reverse mortgages

... interest and a changing marketplace, we have chosen a panel of lenders with quality and cost-effective products. Count advisers will initially have access to ABN AMRO, Bluestone Equity Release and Macquarie Mortgages products. All of whom hold SEQUAL ...
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