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Search ResultsShowing 1 - 10 of 100+ results for "CountPlus"
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 ...
Count Financial expands national reach
ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. Plan Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements ...
CountPlus firm completes tuck in acquisition
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... having been director of Stirling for 18 years. He is also a fellow of the Financial Services Institute of Australia. CountPlus chief executive Matthew Rowe said the transaction is a boost for Bentleys clients. "We are excited to complete this acquisition ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. Venture has a team of 13 that specialise in financial advice and SMSF accounting and ...
CountPlus firm makes acquisition
ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... of the transaction, Hillard O'Donnell principal Damian O'Donnell will acquire an equity interest in O'Brien under the CountPlus Owner-Driver, Partner model. CountPlus chief executive Matthew Rowe said there is a natural alignment and cultural fit between ...
Count Financial targets growth with new hire
ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... that he is excited to join a team with a growth mindset and it has been interesting to follow Count Financial under CountPlus ownership. "They are delivering a compelling value proposition to self-employed advisers centered around building a clean, sustainable ...
CountPlus to continue acquisition spree
ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... its extensive growth strategy with further "tuck-in" acquisitions. Speaking at the company's annual general meeting, CountPlus chair Ray Kellerman said the "considerable dislocation" within the financial advice industry has made it opportunistic to acquire ...
CountPlus adds former MLC practice
KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
CountPlus has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based ...
CountPlus divests member firm
ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
CountPlus has disposed its majority interest in a member firm to a fellow member firm after a review found it could not add strategic value. The ASX-listed advice and accounting group has sold its 61.28% interest in Specialised Business Solutions to ...
CountPlus adds to board, acquires member firm
KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
CountPlus has named a new member of its board and acquired a new practice to add to its growing network. Carolyn Colley has been appointed as director, adding another seat to her directorships at the ASX, IOOF and employee benefits firm Smartgroup Corporation. ...
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