Lambert ends role at Count Financial
The founder of Count Financial, Barry Lambert, finally departed his role with the company on Monday.
Count was acquired by the Commonwealth Bank in 2011 and Lambert thereafter remained involved with the accountancy-based dealer he founded in 1980.
However he confirmed to Money Management that his involvement with Count had ended on Monday and that this had occurred precisely 50 years after he joined the Commonwealth Bank in Taree in 1964.
Lambert said that while he had ended his formal involvement with Count Financial he remained chairman of Countplus and Class Super.
"I will remain as chairman of Countplus for the time being, primarily working on the new aggregation model currently known as C+2," he said.
However he signaled that once both Countplus and Class Super ultimately listed on the Australian Securities Exchange (ASX) it was likely he would stand aside.
Recommended for you
BT is to launch a new low-cost “Focus” investment menu for its Panorama platform this October, in partnership with Vanguard, seeking to compete with industry superannuation funds.
Net gains of financial advisers have already doubled since the start of FY25, according to this week’s Padua Wealth Data, with momentum gathering pace far faster than the previous financial year.
National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ NGA earlier this month.
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it scales its adviser numbers.
