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COUNTPLUS
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....
People & Products
AZ Next Generation Advisory has recruited Countplus chief operating officer, Graham McGeagh, to drive expansion plans....
Financial planning
In a response to the ongoing talent management challenges, CountPlus has announced its partnership with Melbourne Business School....
Financial planning
CountPlus has announced the acquisition of Accurium from Challenger to expand its core service delivery to accounting firms and self-managed super funds. ...
Financial planning
CountPlus’ subsidiary and associate firms received over $3 million in JobKeeper in FY21, some 11 times more than the firm’s initial forecasts of around $260,000....
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