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Showing 1 - 6 of 6 results for "Financial Momentum"

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... join Count Financial's national advice community. Though, over the last year, other firms like Ebony Rose, Financial Momentum, Serendipity Wealth Advisors and Accurium have also joined. Acquisitions aside, in June, Count Financial also bolstered its ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... advice business is the latest to join Count Financial, making it the 23rd addition to the group this year. Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial advisers, is based in ...

Countplus searches for new CFO

KARREN VERGARA  |  THURSDAY, 31 AUG 2017
... the firm merged Countplus One and Wearne & Co in late June; disposed interest in McQueen Wealth Management, Financial Momentum, and CountPlus National Audits and CBC Financial Advisers. These four entities contributed a total net loss of $96k for the ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... in-force insurance premiums. The move by TFS follows the acquisition of a 40% stake in regional Victorian firm Financial Momentum in July 2014. "We are keen to invest in growing TFS businesses to assist with succession planning and support growth opportunities," ...

Countplus' TFS increases equity in advice firm

STAFF WRITER  |  TUESDAY, 5 AUG 2014
... TFS chief executive Phillip Aris told Financial Standard. Aris said that TFS has acquired 40% of equity in Financial Momentum, a firm already under its AFS license. He confirmed that TFS is in talks with other advice firms and will make some announcements ...

Big infrastructure underscores China growth

BEN COLLINS  |  WEDNESDAY, 24 OCT 2012
... Michael Kakaras, financial adviser at Australian National Adviser. Another adviser on the trip, Michael Holmes of Financial Momentum, said he was really impressed with the shear scale of the projects in the works at Digital China, especially the citizen ...
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