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Search ResultsShowing 1 - 10 of 98 results for "CountPlus"
CountPlus adds to board, acquires member firm
KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
CountPlus has named a new member of its board and acquired a new practice to add to its growing network. Carolyn Colley has been appointed as director, adding another seat to her directorships at the ASX, IOOF and employee benefits firm Smartgroup Corporation. ...
CountPlus member firm makes acquisition
ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
CountPlus has continued its goal to generate scale with one of its member firms completing a tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members ...
CountPlus firm makes acquisition
KARREN VERGARA  |  THURSDAY, 17 SEP 2020
A CountPlus member firm has acquired the accounting revenues of a boutique advice firm. ASX-listed CountPlus's subsidiary AdviceCo will pay $400,000 for accounting revenues of Arch Capital, a boutique wealth advisory firm offering SMSF, tax, accounting ...
OpenInvest names chair
ANNABELLE DICKSON  |  THURSDAY, 10 SEP 2020
... expertise." Pappas joins Schroders former chief executive Greg Cooper, former Class chief executive and director of Countplus David Smith and former RACV executive Susan Allen. The appointment comes as OpenInvest added BlackRock's iShares Enhanced Strategic ...
Count Financial faces class action
ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... services when fees were charged. Count Financial was a subsidiary of CBA until October 2019 when it was acquired by CountPlus. CBA has provided an indemnity to CountPlus of $300 million for the conduct that occurred prior to and after the acquisition. ...
Challenges on the horizon for CountPlus
ANNABELLE DICKSON  |  FRIDAY, 28 AUG 2020
CountPlus recorded an increase of net profit after tax to $5.95 million in FY20 from $3.68 million ahead of future challenges to its Count Financial business. The accounting firm increased its cash to $21.11 million, up from $8.5 million in the preceding ...
CBA ups remediation bill for advice
ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... issues," the bank said. "CBA will continue to monitor the adequacy of these provisions." The announcement was welcomed by CountPlus, which it said is in line with the intent and terms of its acquisition of Count Financial. CountPlus holds an 85% stake ...
CountPlus firm buys back equity
KANIKA SOOD  |  THURSDAY, 2 JUL 2020
A CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired share of fees. Twomeys, which services clients in regional New South Wales towns, paid $1.1 million cash to CountPlus ...
Marianne Perkovic to depart CBA
ALLY SELBY  |  TUESDAY, 23 JUN 2020
... During her testimony, she admitted the bank's financial advice subsidiary, Count Financial (now a subsidiary of Countplus), had charged ongoing service fees to deceased clients. Perkovic has spent nearly four years as an executive general manager ...
Dealer groups slam FPA policy
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...
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