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Showing 1 - 10 of 28 results for "Total Financial Solutions"

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... the current season of Survivor Australia: Brains vs. Brawns. Prior to Count Financial, he worked at Total Financial Solutions, Ibbotson Associates and Midwinter. PADUA, which provides advisers outsourced paraplanning and transition services, recently ...

Lifespan appoints compliance lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... head of risk management and commercial partnerships at Avant Mutual. He also worked at KPMG Australia, Total Financial Solutions and ANZ. Between 2011 and 2014, Caspar was at Lifespan working as a senior financial adviser and strategist. The firm has ...

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... undisclosed amount to Jeremy Chiel, 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 ...

Former adviser hit with three-year ban

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... regulator. Brisbane-based Nathan Smith was a representative for MyPlanner Professional Services and Total Financial Solutions Australia. ASIC investigated Smith's conduct during his employment with the two licensees, finding he failed to do a number ...

Count Financial treads new path

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
... was anticipated due to regulatory reform and changes to pricing models. However, the decision to close Total Financial Solutions saw 45 of its 78 advisers transition to the Count licence, bringing its total advisers to 326. Despite the overall drop in ...

Total Financial Solutions to shutter next year

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
CountPlus has announced an early 2020 end date for the Total Financial Solutions (TFS) dealer group. The plan was confirmed today at CountPlus' annual general meeting. TFS currently has around 81 financial advisers on staff, with CountPlus saying 62 ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee Total Financial Solutions (TFS). Morningstar has entered a binding agreement with TFS to take over the investment management of the model portfolios ...

ASIC lifts licence conditions on CountPlus subsidiary

KANIKA SOOD  |  MONDAY, 16 APR 2018
... following a compliance issue in 2015. In September, 2015 ASIC placed additional licence conditions on Total Financial Solutions's Australian financial services licence (AFSL) after an authorised Queensland-based adviser was found to have failed to act ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
... restructure. CountPlus also fully divested its Wagga Wagga-based business unit and another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon.

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
... firm has added the former chief executive of a Countplus subsidiary to its executive lineup. Former Total Financial Solutions chief executive Marcelo Fernandez joined Chase Corporate Advisory this week, focused on growing the firm's Melbourne office ...
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