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Showing 1 - 10 of 100+ results for "CountPlus"

CBA adds $32m to advice remediation bill

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... 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. CBA this morning announced the indemnity bill ...

CountPlus firm finalises merger

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... accounting and superannuation specialist. Cooper Reeves and 4Front Holdings have merged and will now be rebranded to 4Front. CountPlus will sell its Cooper Reeves shares in exchange for shares in 4Front. The new firm is expected to double revenue to ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... bring tremendous knowledge to the rest of our Membership, given our 'best practice sharing' ethos," he said. Recently, CountPlus member firm Kidmans acquired the financial services of other member firms. At the time, CountPlus chief executive Matthew ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Kidmans," Kidmans managing principal Ross Hedrick said. Colgin's financial advice clients will transfer to Kidmans. CountPlus chief executive Matthew Rowe said the transaction highlights the opportunities from Count Financial and its strong network. ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... Sydney-based Strategic Wealth Management principal Nicholas Moustacas said one of the main reasons to partner with the CountPlus-owned licensee was that it is not owned by a company that's priority is to sell product. "Secondly, there are clearly ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... grandfathered revenue, the group expects earnings in the second half to be negatively impacted. In a letter to shareholders, CountPlus chief executive Matthew Rowe said it is pleasing to report both the resilience of the CountPlus financial position ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. Plan Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements ...

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... having been director of Stirling for 18 years. He is also a fellow of the Financial Services Institute of Australia. CountPlus chief executive Matthew Rowe said the transaction is a boost for Bentleys clients. "We are excited to complete this acquisition ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and ...

CountPlus firm makes acquisition

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... of the transaction, Hillard O'Donnell principal Damian O'Donnell will acquire an equity interest in O'Brien under the CountPlus Owner-Driver, Partner model. CountPlus chief executive Matthew Rowe said there is a natural alignment and cultural fit between ...
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