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Showing 1 - 10 of 15 results for "Former Count"

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... and its SuperMate solution. AMP is selling SuperConcepts to Pemba Capital Partners, which is co-investing alongside former Count Financial chief executive Matthew Rowe, as well as former SuperConcepts executives Brad Ackermann and Andrew Row. The group ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
Former Countplus chief executive Matthew Rowe is now chair of the firm's advisory board. Rowe has been working with the company for several months now, with Kofkin Bond & Co making the announcement late last week. "As Kofkin Bond & Co continually expands ...

Former BNY Mellon IM country head joins Westpac

KANIKA SOOD  |  TUESDAY, 4 AUG 2020
The global manager's former country head has joined Westpac's private wealth and business division as a director. Phil Filippelis left BNY Mellon in April, after five years with the firm. In his new role, he will work as a director, global investment ...

ASIC bans RC case study adviser

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
... regulator also banned Melbourne-based adviser Bimaljeet Sekhon from providing financial services for three years. The former Count Financial adviser was found to have failed to comply with financial services laws, including to provide advice in the best ...

Super fund adds industry veteran

JAMIE WILLIAMSON  |  WEDNESDAY, 6 NOV 2019
An $8 billion government superannuation fund has welcomed the former country head of Franklin Templeton to its board of directors. Maria Wilton has joined the board of the Australia Post Superannuation Scheme, effective October. At the same time, Jim ...

SMSF Association names new chair

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2018
The SMSF Association will welcome a new chairperson at the close of its 2018 National Conference. Replacing former Count Financial managing director Andrew Gale, Professor Deborah Ralston will assume the position. Ralston joined the SMSFA board in July ...

Perpetual hires former Count CEO

ALEX BURKE  |  FRIDAY, 10 FEB 2017
A new group executive will take the reins at Perpetual Investments in April. Before this role, David Lane was chief executive of Count Financial - the wealth management business established by industry luminary Barry Lambert in 1980. Prior to that ...

AdviserLogic appoints former Countplus director

ALEX BURKE  |  FRIDAY, 3 JUN 2016
Software provider AdviserLogic has appointed a new strategic consultant. David Smith will also be appointed non-executive chair "in due course," according to AdviserLogic's statement. As well as formerly heading up the Institute of Chartered Accountants ...

AB managing director joins Dimensional

MARK SMITH  |  TUESDAY, 14 APR 2015
AB's managing director of institutional marketing and former country head Ross Kent has joined Dimensional Fund Advisors after more than a decade with the global asset manager. He joins the fund manager and research house as a regional director in Sydney ...

Mercer appoints research manager from Count

MARK SMITH  |  THURSDAY, 10 JUL 2014
Former Count senior research executive Brendan Irwin has been appointed to the role of research manager within Mercer's financial advice business. In this role, which he began on 7 July, Irwin will be focused on investment research, a Mercer spokesperson ...
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