COUNTPLUS

People & Products

Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...

Financial planning

Count’s chief executive, Hugh Humphrey, has told Money Management he hopes the firm’s rebranding will help it streamline its business as it acquires Affinia and sets out ...

People & Products

An overwhelming 99.94 per cent of shareholder votes have been cast in favour of a successful name change to Count Limited, signalling a “dynamic new phase” for the firm....

Financial planning

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business....

Financial planning

The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment....

Funds management

The firm noted an 8% rise in reported revenue along with growth of 13% in Count Financial advisers in the first half of the 2023 financial year....

Financial planning

The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....

People & Products

Former CountPlus chief executive, Matthew Rowe, has taken up a new role as chair of an advisory board....

Financial planning

Commonwealth Bank of Australia has set aside a further $220m to cover remediation of legacy fee for no service conduct at Count Financial....

Financial planning

CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....

Financial planning

CountPlus has announced its investment in WSC Group, a financial services and advice practice with offices around Australia. ...

People & Products

CountPlus has appointed Hugh Humphrey as chief executive, effective from 1 July, 2022, following the departure of Matthew Rowe....

People & Products

CountPlus has announced that a new employment agreement with its chief executive and managing director, Matthew Rowe, will not be entered. ...

Financial planning

Potential adviser recruits are looking for practices that can mentor them, have technical training on hand, but also give back to the community....

Financial planning

Advisers need to leave the noise of 2021 in the past and focus on growth, recruitment, and building efficiencies in their businesses, according to Countplus....

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