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Search ResultsShowing 1 - 10 of 92 results for "CountPlus"
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 ...
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 ...
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