Search ResultsShowing 1 - 10 of 75 results for "CountPlus"
CountPlus firm acquires advice boutique
HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...
Count Financial bolsters team as part of transition
ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
Count Financial has bolstered its leadership team as part of its acquisition by CountPlus. The Commonwealth Bank sold Count Financial to CountPlus for $2.5 million, finalizing the sale at the end of August. John Corcoran has now stepped into the position ...
CommSec responds to sale rumours
ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million indemnity.
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... join another licensee. Commonwealth Financial Planning shed 213 advisers, while Count Financial - recently sold to CountPlus - lost 74. Godfrey Pembroke dropped 40 advisers in the six months and MLC Wealth has now said it will consolidate the Apogee ...
CountPlus' 100-day plan for Count Financial
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
CountPlus' acquisition of Count Financial from the Commonwealth Bank has been completed for a fee of $2.5 million - and CountPlus is confident its new business will return a first year profit. CountPlus acquired 85% of Count Financial with the 15% balance ...
Financial Wisdom to shut down
JAMIE WILLIAMSON  |  WEDNESDAY, 7 AUG 2019
... Commonwealth Bank will have exited all of its aligned advice businesses, having announced the sale of Count Financial to CountPlus in June. As at August 1, there was 317 advisers licensed by Financial Wisdom. The bank intends to cease providing licensee ...
CFSGAM sale clears regulatory hurdles
KANIKA SOOD  |  FRIDAY, 26 JUL 2019
... First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage. SocietyOne managing director and chief executive Jason Yetton was appointed as NewCo chief executive. CBA has ...
CountPlus transfers SMA management
KANIKA SOOD  |  MONDAY, 1 JUL 2019
CountPlus has offloaded the investment management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered ...
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... said it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo , to CountPlus for $2.5 million with a $200 million indemnity. It will also, over time, sell its 35.9% holding in CountPlus.
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... subsidiary, Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% holding in CountPlus. CountPlus is a logical owner of Count ...
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