Count Financial appoints Queensland-based Practice Development and Growth Manager

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Count Financial Limited (Count) has announced the appointment of Stephen Carton as their new Queensland-based Practice Development & Growth Manager. The announcement continues the CountPlus-owned licensee’s strategic focus on attracting quality financial advisers to its revamped national network. Mr Carton has around 30 years’ experience in financial services roles across Australia and most recently was

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26 Nov 2020

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Count Financial adds Ascent Private Wealth to Member Network

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Count Financial Limited (Count Financial) has announced that Melbourne-based advice practice Ascent Private Wealth Pty Ltd (Ascent) have made the decision to join the Count Financial advice network. The announcement continues the CountPlus-owned licensee’s ambitious growth strategy. Since January this year, Count Financial has recruited more than 50 new financial advisers to its revamped national

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12 Nov 2020

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Count Financial adds Small & Gunn to Member Network

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Count Financial Limited (Count) have announced that Sydney-based advice practice Small & Gunn Pty Ltd (Small & Gunn) has joined the group as its newest Member firm. The appointment continues the CountPlus-owned licensee’s ambitious growth strategy. Since January this year, Count has added 50 new advisers to its national network. Speaking about their reasons for

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24 Sep 2020

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Count Plus makes transformational acquisition of Count Financial

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CountPlus Limited (ASX: CUP), together with a special purpose subsidiary of a discretionary trust established by CUP for the benefit of Count Member Firms (CMFT), will acquire the Count Financial Limited (Count Financial) business from its current owner Commonwealth Bank of Australia (ASX: CBA). CUP will hold 85% and the CMFT 15% of Count Financial.  The

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14 Jun 2019

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Count profits up 118%, record dividend declared

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Count Financial Limited (Count) provides the following update on its earnings and final dividend. Subject to final audit, management confirms that Count will report Net Profit After Tax (NPAT) of around $52m for 2010/2011, up 118% on 09/10. When earnings are normalised to remove the fair value gains on Countplus of $37.1m pre-tax, NPAT is

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16 Aug 2011

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Count positive on and ready for FoFA changes

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Leading accountant-based financial planning network Count Financial Limited (Count) said today it is well positioned with regards to the Future of Financial Advice (FOFA) reforms. Given the professional background of its accountant advisers, Count is a strong advocate of quality financial advice. x Count also stands ready to implement a business strategy to respond to

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28 Apr 2011

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Count announces appointment of new Senior Executive

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Leading accountant-based financial planning group Count Financial Limited (Count) has today announced the appointment of Lee Tonitto to the role of Senior Executive – Business Development, Marketing & Events. Reporting to Count CEO Andrew Gale, Ms Tonitto will be responsible for the development of innovative strategies to accelerate growth of Count and of Count franchisees’

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01 Apr 2011

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Count annual conference moved from Christchurch to Auckland

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Leading accountant-based financial planning group Count Financial has announced that the venue for its annual conference has been changed from Christchurch to Auckland, New Zealand, following the devastating Christchurch earthquake. The annual conference will still take place on March 13-16 but will now be held at the SkyCity Auckland Convention Centre. Some 750 Count members

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10 Mar 2011

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