Search ResultsShowing 1 - 10 of 80 results for "CountPlus"
Platform appoints TPB director
ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... 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 ...
FASEA adds adviser representative to board
JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... 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 ...
Total Financial Solutions to shutter next year
ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
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 expands network
ELIZABETH MCARTHUR  |  MONDAY, 18 NOV 2019
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 ...
CBA wealth boss to exit
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... 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 ...
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 ...
PAGE:
1
PREVIOUS
NEXT
Link to something zMGiSQEu