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Showing 1 - 10 of 100+ results for "CountPlus"

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
CountPlus member firm Unite Advisory has finalised the terms to acquire and merge with Coffs Harbour based advisory firm Bentley Brett & Vincent. The transaction includes an initial payment of $1.45 million and deferred payments over two years with ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... a partner at Sydney-based Stonehouse. GJO Financial Services was part of Total Financial Solutions, a subsidiary of Countplus, between 2012 and February 2020. It moved licensees, operating under Lifespan FInancial Planning until this month when Owen ...

CountPlus acquisitions boost revenue by $9.4m

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
The 11 financial advice and accounting firms CountPlus has acquired this financial year are anticipated to bring in $9.4 million in revenue. In an operational update to the ASX, CountPlus managing director and chief executive Matthew Rowe said the group ...

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
CountPlus announced a 51% investment in a paraplanning and administration service. The listed dealer group has acquired the majority stake in Wealth Axis, which is a boutique provider of paraplanning, technology and administration support services to ...

CBA adds $32m to advice remediation bill

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... for dodgy financial advisers who were part of its former subsidiary Count Financial. CBA sold off Count Financial to CountPlus in mid-2019. At the time, CBA provided $200 million in indemnity to CountPlus. CBA this morning announced the indemnity bill ...

CountPlus firm finalises merger

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... accounting and superannuation specialist. Cooper Reeves and 4Front Holdings have merged and will now be rebranded to 4Front. CountPlus will sell its Cooper Reeves shares in exchange for shares in 4Front. The new firm is expected to double revenue to ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... bring tremendous knowledge to the rest of our Membership, given our 'best practice sharing' ethos," he said. Recently, CountPlus member firm Kidmans acquired the financial services of other member firms. At the time, CountPlus chief executive Matthew ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Kidmans," Kidmans managing principal Ross Hedrick said. Colgin's financial advice clients will transfer to Kidmans. CountPlus chief executive Matthew Rowe said the transaction highlights the opportunities from Count Financial and its strong network. ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... Sydney-based Strategic Wealth Management principal Nicholas Moustacas said one of the main reasons to partner with the CountPlus-owned licensee was that it is not owned by a company that's priority is to sell product. "Secondly, there are clearly ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... grandfathered revenue, the group expects earnings in the second half to be negatively impacted. In a letter to shareholders, CountPlus chief executive Matthew Rowe said it is pleasing to report both the resilience of the CountPlus financial position ...
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