|Search Results||Showing 1 - 10 of 80 results for "CountPlus"|
|... 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 ...|
|... 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 ...|
|CountPlus has announced an early 2020 end date for the Total Financial Solutions (TFS) dealer group. The plan was confirmed today at CountPlus' annual general meeting. TFS currently has around 81 financial advisers on staff, with CountPlus saying 62 ...|
|CountPlus has acquired a 30% stake in DMG Financial Holdings. This takes CountPlus' network from 19 to 20 firms. Consideration for the investment is a cash payment of $2.891 million. DMG Financial is an accounting and financial advice firm based in ...|
|... First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority shareholdings in ASX-listed CountPlus and Mortgage Choice. The bank later put the demerger on ice, saying it was focusing on implementing Royal Commission recommendations ...|
|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 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 ...|
|... 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.|
|... 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' 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 ...|
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AustralianSuper will introduce a new fee for MySuper members from April 2020 to offset the impact of the Protecting Your Super changes.
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The alternatives assets data juggernaut is opening an office in Sydney, as it looks to expand its local client base and build its research coverage.
New Industry Super Australia research claims to show plans to make superannuation optional for low-income workers is nothing more than a tax grab.
A Brisbane boutique is winding up an Aussie equities fund, after an investor decided to redeem their money, representing roughly 60% of the fund's assets, just before Christmas.
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