1-10 out of 130 results.

CountPlus Member firm Unite Advisory merges with Bentley Brett & Vincent

CountPlus  has announced that Member firm Unite Advisory Pty Ltd (Unite) has finalised terms to acquire and merge with Bentley Brett & Vincent (BBV), an accounting and financial advisory firm based in Coffs Harbour.

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Count Financial reveals enhanced adviser productivity

Count Financial  has released data around productivity improvements and efficiency gains for its national adviser network.  

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Two Adelaide-based firms join Count Financial

Count Financial has announced that two Adelaide-based firms have joined its national advice network. Adelaide Private Wealth and DMCA Advisory are the latest firms to join the CountPlus-owned network, which has now appointed 25 new firms since the start of 2021.

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CountPlus investment in Wealth Axis

CountPlus has announced a 51% investment in Wealth Axis, a boutique provider of paraplanning, technology and administration support services to financial planning firms across Australia.

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StrategyOne joins Count Financial

Count Financial has announced the appointment of StrategyOne Advice Network as the latest firm to join its national advice network.  

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Kidmans Partners completes tuck-in acquisition

CountPlus has announced that Melbourne-based Member firm Kidmans Partners Wealth Pty Ltd (Kidmans) has completed a tuck-in acquisition to acquire the financial planning services of Colgin Financial Services Pty Ltd (Colgin).

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Count Financial’s Risk Insurance Academy wins innovation award

Count Financial and MetLife Australia’s ‘Risk Academy’ has won the Risk Product Innovation – Adviser Support award, at the recent Plan for Life/AFA 2020 Life Company of the Year Awards.

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How Count Financial is investing in the next generation of advisers

In 2020, Count Financial launched its Professional Year Program on the back of FASEA’s requirement that new entrants into the financial planning industry undergo supervised work and training before becoming authorised as a financial adviser. Since that launch, we have already had our first graduate from the program at one of our long-standing Melbourne-based firms.

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Count Financial grows national advice network with three former MLC firms

Count Financial Limited (Count Financial) has announced that three former MLC firms are joining its national network of advice businesses.

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