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Search ResultsShowing 1 - 10 of 88 results for "CountPlus"
Processes are the problem, not people: Count Financial
ALLY SELBY  |  WEDNESDAY, 13 MAY 2020
... practices in delivering advice efficiently can be attributed to process issues not people, according to Count Financial. Countplus acquired the Count Financial from the Commonwealth Bank late last year for just $2.5 million and has since been working ...
CountPlus acquires firm
ELIZABETH MCARTHUR  |  TUESDAY, 12 MAY 2020
CountPlus member firm CountPlus One has made a new acquisition, acquiring the advice services of Centenary Financial. CountPlus One and Centenary are Count Financial member firms, now clients and key employees of Centenary will transfer to CountPlus ...
IOOF, CountPlus, Iress want better path to fee consent
ELIZABETH MCARTHUR  |  FRIDAY, 24 APR 2020
... blockchain as the single source of truth for providing trust and confidence in the currency and accuracy of data." CountPlus chief executive Matthew Rowe said the amount of additional work that the new legislation would require financial advisers to ...
Count Financial bolsters leadership team
ALLY SELBY  |  MONDAY, 6 APR 2020
... Creswell joins Count Financial as its new head of professional standards from April 14. Creswell previously worked with Countplus chief executive Matthew Rowe to develop the Financial Planning Association of Australia's code of ethics and professional ...
Count Financial adds tech integrations
ALLY SELBY  |  THURSDAY, 2 APR 2020
... deliver better experiences for clients. The new integrations have helped save the licensee thousands of man-hours. Countplus chief executive and managing director Matthew Rowe said the move had helped the group's employees work from home during this ...
New firm joins Count Financial network
ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
... Peters said. "Count's size, compliance focus and overall support offering, plus the strength of being backed by the CountPlus listed entity, were all definitely factors in our final choice of licensee." He added that Count being under the ownership ...
Life commissions, referral fees still kosher: AFA
ELIZABETH MCARTHUR  |  THURSDAY, 27 FEB 2020
... presentation in light of the FASEA Code of Ethics, Life Insurance Framework and other regulatory changes. Anderson pointed out CountPlus chief executive Matthew Rowe's recently commented on FASEA Code of Ethics standard 3, which says advisers must not ...
Count Financial treads new path
JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
... produced by the licensee has more than doubled despite losing 26% of its advisers. In its 1H20 results announcement, CountPlus provided an update on the Count Financial business following its acquisition in late 2019. Count Financial reported a loss ...
Platform appoints TPB director
ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... Financial Planning Association of Australia, chair of the Institute of Financial Advisers in New Zealand and chair of a CountPlus subsidiary. She also brings experience as an Australian representative on the International Financial Planning Standards ...
FASEA adds adviser representative to board
JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... financial adviser representative director has been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time director to ...
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