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|Search Results||Showing 1 - 10 of 92 results for "CountPlus"|
|... 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 ...|
|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 ...|
|... 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 ...|
|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 ...|
|... 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 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
Schroders has hired from RBC to appoint a head of private debt for Australia, as it builds out a private assets offering for local investors.
The administrator appointed to embattled investment group iProsperity, Cor Cordis, has released a damning creditors' report which includes accusations of Ponzi scheme style payments.
Reserve Bank of Australia governor Philip Lowe said the legislated increase to the superannuation guarantee will impact wage growth and the government will need to weigh up the impacts of that.
National Australia Bank has reported a 7% fall in cash earnings to $1.55 billion for the third quarter, as the bank confirms it is still "actively exploring" options for the sale of its wealth management business.
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