Search ResultsShowing 1 - 9 of 9 results for "CountPlus for"
Count Financial bolsters team as part of transition
ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
... 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 of executive manager ...
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.
CountPlus transfers SMA management
KANIKA SOOD  |  MONDAY, 1 JUL 2019
... had entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo, to CountPlus for $2.5 million with a $200 million indemnity. It will also, over time, sell its 35.9% holding in CountPlus.
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... it entered into an agreement to sell Count Financial , which has 351 advisers and was to be a part of NewCo , to CountPlus for $2.5 million with a $200 million indemnity. It will also, over time, sell its 35.9% holding in CountPlus.
CBA sells advice dealer group
JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... Count Financial. The group announced this morning is has entered into an agreement to sell the dealer group to CountPlus for $2.5 million. It will also, over time, sell its 35.9% holding in CountPlus. CountPlus is a logical owner of Count Financial given ...
CountPlus acquires interest in integrated wealth firm
JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective ...
Cuffe to join Class board
EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... general meeting on 16 October 2017. In August, Class inked a partnership with accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. A.S.A.P. Advice, a Tasmania-based digital advice ...
Class and Countplus partner
EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
Software provider Class inked a partnership with accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. Countplus practices will now have access to centralised billing and supporting ...
Planning firms on buying spree
RUTH LIEW  |  FRIDAY, 7 AUG 2009
... SME arena. Bigger firms such as Count Financial and Ipac Securities have also been hot on the acquisition trail. Countplus for instance announced earlier this week that it had made its eleventh acquisition through a 25 per cent purchase in planning firm ...
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