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Ray Kellerman to lead board focused on revitalised growth strategy

Yesterday’s appointment of respected finance industry leader Ray Kellerman as Non-Executive Chairman of Countplus Limited (ASX: CUP) gives further momentum to a revitalised focus by the company’s Board to capture

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28 Apr 2017

Barry Lambert retires from Countplus to focus on family, healthcare reform and philanthropy

The Countplus Limited Board, led by Chairman Barry Lambert since 2006, yesterday announced the retirement of Barry Lambert as Chairman, effective immediately. In announcing his retirement as Chairman, Barry Lambert advised

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28 Apr 2017

Countplus appoints Matthew Rowe to lead revitalised growth strategy

Countplus has announces the appointment of Mr Matthew Rowe as its Chief Executive Officer and Managing Director, effective immediately. Mr Rowe brings a track record of leading high-performing professional services firms,

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27 Feb 2017

Countplus appoints head of newly established financial planning business

Countplus has announced the appointment of Pierre Kraft as CEO of its newly established business – Advice389. The new business, set to officially launch in mid-May, will look to partner

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22 Apr 2015

Countplus Limited posts FY2015 half year results

Countplus Limited (ASX: CUP) reported a half year Consolidated Net Profit Before Tax result of $8.73 million (down 7.4%) and a Net Profit After Tax result of $6.08 million (down

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27 Feb 2015

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CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implications
Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]